A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyYou’re reading this editionPrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Monday, October 5, 2026The Morning Brief →Sign in
other

Edward Jones

ST. LOUIS, MO
CRD: 250
In PWD coverage since September 17, 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
PWD coverage
Moves

Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million

The two teams lead a recruiting round that also sent a $180 million LPL pair to Raymond James and an Edward Jones veteran to UBS.
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.
Moves · Sep 17Raymond James merges succession and capital under one executive
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Infrastructure Daily, in your inbox every weekday. Free.