Jon Veenis is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 46 years of industry experience. Jon 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 (1)
Regulatory
October 1988Other 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
Newedge Securities, LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
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.