Jo Pate is a registered investment advisor at Newedge Advisors, based in Valdosta, GA, with 19 years of industry experience. Jo 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
3321 North Valdosta Road, Valdosta, GA, 31602
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Regulatory History (1)
Financial
December 2021Other 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
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations4 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.