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Jo Pate

Newedge Advisors
19 Years of Experience
Valdosta, GA
1 DisclosureBroker
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Jo Pate is a registered investment advisor at Newedge Advisors, based in Valdosta, GA, with 19 years of industry experience. Jo 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
602 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

3321 North Valdosta Road, Valdosta, GA, 31602

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History

Regulatory History (1)
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.
Financial
December 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jo operates under the DBA Southern Point Investment Partners for their LPL business and is a Registered Investment Advisor DBA through GWM Advisors and NewEdge Advisors, LLC. Jo also owns a small percentage in several Smoothie King franchises and First Fruits Management Group, LLC, and works as a content creator/author for EGR, LLC.

Employment History
Current Registrations
Newedge Advisors
July 2019 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2016 - July 2019 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
November 2010 - December 2015 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
February 2009 - July 2019 · 10 yrs 5 mos
Citigroup Global Markets INC.Broker
November 2006 - March 2009 · 2 yrs 4 mos
State Registrations4 states
FLGASCTX
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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