Jordan Liskey is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 14 years of industry experience. Jordan 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
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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.
Learn about disclosures →Other Business Activities
Jordan operates Middlebrook Wealth as a financial advisor, dedicating full-time hours to this activity. Jordan is also involved with Golden Hollow LLC as a financial advisor, spending full-time hours on this activity as well, and serves as a board member for Barns of Rose Hill, a local non-profit, dedicating minimal time.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations12 states
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