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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Edward Jones

ST. LOUIS, MO
CRD: 250
In network coverage since September 17, 2026 · 16+ stories
$1TRegulatory AUMSEC Form ADV · Oct 24
36,317EmployeesForm ADV
10Deals on our tracker
-5Talent net · 12 months0 in · 5 out
Regulatory AUM · Aug 16 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -5 · 0 incoming events · 5 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
Aaron Martin
Oct 8 · to Raymond James Financial Services
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
Moves

&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor

Stonemere Wealth, founded by Brian Geist, is the 131st practice to join &Partners, which reports $65 billion in assets.
Tax & estate planning · Oct 19Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security
Investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
Moves · Oct 5Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million
Practice management · 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 Close · Sep 30Edward Jones to develop retirement plan tool with Aboon and RPAG
Recruiting & transitions · 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.
Tax & estate planning · Sep 24The succession gap is a price nobody wrote down
Distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap
Succession & selling a firm · Sep 23The successor is a buyer, and the terms are missing
Tax & estate planning · Sep 23The hospital question is the cheapest test of an aging book
Practice management · Sep 21Half of plan holders still worry: sell the family meeting.
Moves · Sep 17Raymond James merges succession and capital under one executive
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