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Ashley Melissa Wetzel

Newedge Advisors

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About Ashley Melissa Wetzel

Ashley Melissa Wetzel is a financial professional with over 13 years of experience in the industry. Ashley is currently an investment advisor representative with Newedge Advisors, doing business as Continuity Wealth Group. Prior to joining Newedge Advisors, Ashley was employed by J.P. MORGAN SECURITIES LLC. Ashley holds Series 7, 63 and 65 licenses and is registered in 22 states. Ashley specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Ashley Wetzel is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Wetzel’s Registration & Firm History

DC

10/04/2024 - Present

Newedge Advisors (Washington DC)

NY

03/11/2009 - 07/25/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Melissa Wetzel.
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