Jason Foster is a registered investment advisor at Newedge Advisors, based in New Iberia, LA, with 5 years of industry experience. Jason 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
223 East Main Street, New Iberia, LA, 70560
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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 ActivitiesSells Insurance
Jason is involved in several business activities, including being a registered investment advisor with Cestia Wealth Management and NewEdge Advisors, and an investment advisor representative with Foster Wealth Management. He also dedicates time to real estate investment, volunteering for Catholic High School, and serving as chapter chairman for Ducks Unlimited.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
State Registrations2 states
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