Jacen Marzocco is a registered investment advisor at Newedge Advisors, based in New York, NY, with 1 years of industry experience. Jacen 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
1185 Avenue of Americas, 3rd Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacen works as a waiter at Cafe Amici in Wyckoff, NJ, since May 2023. This takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
State Registrations2 states
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