John Morein is a ChFC-designated registered investment advisor at Newedge Advisors, based in New Orelans, LA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
412 Settlers Trace Blvd., New Orelans, LA, 70508
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells life and health insurance, annuities, and fixed insurance products since 2005, dedicating about a quarter of his time to this, with most of those hours during security trading hours. He also owns and manages a rental home since 2008, spending minimal time on it, and is associated with NewEdge Advisors, LLC DBA Coastal Capital Advisors since 2023.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Ahrens Investment Partners, LLC
LPL Financial LLC
Metlife Securities INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.