Jerrod Pinkston is a registered investment advisor at Newedge Advisors, based in Little Rock, AR, with 23 years of industry experience. Jerrod 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
8 Shackleford Plaza, Suite 207, Little Rock, AR, 72211
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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.
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Jerrod operates Taxwise Wealth Management, Inc. as a DBA for his LPL business and provides investment advisory services through NewEdge Advisors, LLC, dedicating full-time hours to each. He also owns rental real estate and is a notary public, but spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
H.D. Vest Investment ServicesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations24 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.