John Rojas
John Rojas is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 29 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
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1998Other Business ActivitiesSells Insurance
John sells non-variable insurance through SBG, dedicating about 10-20% of his time. He also provides investment advisory services through NewEdge Advisors, LLC and DBA Tribox Private Wealth, LLC, spending nearly full-time on these activities. Finally, John is an owner of Strategic Tax Advisors, spending a few hours per week.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
1st Discount Brokerage, INC.Broker
Ffp Securities, INC.Broker
Joseph Charles & Assoc., INC.Broker
State Registrations23 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.