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Jon Veenis

Newedge Advisors
47 Years of Experience
Pittsburgh, PA
1 DisclosureBroker
View SEC Summary
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Jon Veenis is a registered investment advisor at Newedge Advisors, based in Pittsburgh, PA, with 47 years of industry experience. Jon 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
605 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

1251 Waterfront Place, Suite 510, Pittsburgh, PA, 15222

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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.
Regulatory
October 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jon is a principal at Three Rivers Equity Management, Inc., managing a hedge fund of funds, which takes nearly full-time hours. He also works as a registered representative for NewEdge Securities, Inc. and provides investment advice through New Edge Advisors, dedicating about a quarter of his time to each.

Employment History
Current Registrations
Newedge Advisors
November 2021 - Present · 4 yrs 11 mos
Newedge Securities, LLCBroker
March 1997 - Present · 29 yrs 7 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
October 1998 - November 2021 · 23 yrs 1 mo
Smith Barney INC.Broker
July 1993 - March 1997 · 3 yrs 8 mos
Lehman Brothers INC.Broker
July 1993 - July 1993 · 0 mos
Painewebber IncorporatedBroker
May 1990 - June 1993 · 3 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1981 - May 1990 · 9 yrs
E. F. Hutton & Company INCBroker
March 1979 - June 1981 · 2 yrs 3 mos
State Registrations4 states
COFLPAVA
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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