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Jerry Brown

Newedge Advisors
39 Years of Experience
Destin, FL
6 DisclosuresBroker
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Jerry Brown is a registered investment advisor at Newedge Advisors, based in Destin, FL, with 39 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4481 Legendary Drive, Destin, FL, 32541

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2026
Denied
Customer Dispute
July 2008
Settled
Customer Dispute
August 2005
Denied
Customer Dispute
May 2003
Withdrawn
Customer Dispute
April 2002
Settled
Customer Dispute
October 1996
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jerry is a non-participating LLC member of Blue Sky Yoga LLC, a yoga studio, since April 2023. He spends minimal time on this activity, acting as a volunteer substitute teacher for yoga classes.

Employment History
Current Registrations
Newedge Securities, LLCBroker
March 2025 - Present · 1 yr 7 mos
Newedge Advisors
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - March 2025 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - March 2025 · 11 yrs 2 mos
Morgan Stanley
June 2009 - January 2014 · 4 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2014 · 4 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
UBS Financial Services INC.
February 1998 - February 2006 · 8 yrs
UBS Financial Services INC.Broker
February 1998 - February 2006 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - February 1998 · 10 yrs 3 mos
First Investors CorporationBroker
June 1987 - September 1987 · 3 mos
State Registrations6 states
ALFLKSNCTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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