Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

Jason Cowans

Now at Baird · The Cowans Mitchell Group · Chandler, AZ

Registered as JASON COWANS

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
The Cowans Mitchell Group	Edelman Financial Engines	Baird	Reverse Breakaway	February 2, 2026	$305M

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
ROBERT W. BAIRD & CO. INCORPORATED	Broker-dealer	August 31, 2026	Current
ROBERT W. BAIRD & CO. INCORPORATED	Investment adviser	January 30, 2026	Current
EDELMAN FINANCIAL ENGINES	Investment adviser	October 12, 2018	February 20, 2026
EF LEGACY SECURITIES, LLC	Broker-dealer	April 22, 2016	October 31, 2018
EDELMAN FINANCIAL SERVICES, LLC	Investment adviser	August 31, 2011	November 1, 2018
SANDERS MORRIS HARRIS LLC	Broker-dealer	August 19, 2011	April 22, 2016
AUSDAL FINANCIAL PARTNERS, INC.	Investment adviser	February 11, 2011	August 3, 2011
AUSDAL FINANCIAL PARTNERS, INC.	Broker-dealer	February 11, 2011	August 3, 2011
QA3 FINANCIAL LLC	Investment adviser	November 13, 2007	February 11, 2011
QA3 FINANCIAL CORP.	Broker-dealer	November 12, 2007	February 11, 2011
NEW ENGLAND SECURITIES	Broker-dealer	January 18, 2005	November 12, 2007
ING FUNDS DISTRIBUTOR, LLC	Broker-dealer	July 18, 2002	November 5, 2003
H&R BLOCK FINANCIAL ADVISORS, INC.	Broker-dealer	March 22, 2001	May 15, 2002
CUE	Broker-dealer	January 3, 2001	March 5, 2001
SALOMON SMITH BARNEY INC.	Broker-dealer	September 19, 2000	November 16, 2000

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.