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Wednesday, October 7, 2026The Morning Brief →Sign in
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Edward Jones

ST. LOUIS, MO
CRD: 250
In network coverage since September 21, 2026 · 16+ stories
$1TRegulatory AUMSEC Form ADV · Oct 3
36,317EmployeesForm ADV
10Deals on our tracker
-4Talent net · 12 months0 in · 4 out
Regulatory AUM · Aug 16 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 0 incoming events · 4 outgoing events
Arrivals
None tracked.
Departures
Amanda Leija
Aug 19 · to Freedom Financial Partners
James Yancey
Aug 19 · to Impact Wealth Management
Chris Stockton
Aug 18 · to LPL Financial
McCutchen Wesson Wealth Advisors
Aug 20 · to LPL Financial
Deal recordFull tracker →
Oct 4, 26Fund launchRPAG · Aboon — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Aboon — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Aboon — coverage
Sep 29, 26Deal announcedRetirement Plan Advisory Group · Aboon — coverage
Sep 7, 26Deal announcedDuke University · University of Oregon — coverage
Aug 19, 26Fund launch — coverage
Aug 17, 26Deal announcedQuicken · — coverage
Aug 17, 26Deal announced — coverage
Aug 17, 26Fund launch — coverage
Aug 17, 26Fund launch — coverage
Network coverage
investments

Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income

The recordkeeper's pooled assets are up more than 60% in five years, and its research finds 48% of employers without a plan would consider joining one.
Moves · Oct 5Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million
practice · Oct 2SIFMA panel says advisers can build an audience without becoming finfluencers
RIA · Oct 2WealthManagement.com column tells advisors to judge wellness tools by cross-benefit decisions
the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration
the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
plans · Sep 30Edward Jones plans 2027 release of AI workplace retirement plan tool
advisers · Sep 30Edward Jones to launch AI-powered workplace retirement platform with Aboon and RPAG in 2027
The Close · Sep 30Edward Jones to develop retirement plan tool with Aboon and RPAG
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
RIA · Sep 24RIAs bought the model. The inputs are still client-reported.
book · Sep 24The succession gap is a price nobody wrote down
distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap
exit · Sep 23The successor is a buyer, and the terms are missing
book · Sep 23The hospital question is the cheapest test of an aging book
practice · Sep 21Half of plan holders still worry: sell the family meeting.
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