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Erik J Linstrom

Newedge Advisors

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About Erik J Linstrom

Erik Linstrom is an investment advisor representative at Newedge Advisors. Erik has been in the industry since 2005. Erik is registered in 22 states and holds the Series 66, Series 31 and Series 7 licenses. Erik is also a board member for Kulia Ka Ohana Investment. Erik is a part of the Fortis Wealth Advisors team at Newedge Advisors, which provides investment management services to a diverse range of clients including high-net-worth individuals, corporations, and charitable organizations. Erik's commitment to personalized service and expertise has helped clients achieve their financial goals.

Firm Information

Erik Linstrom 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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Erik Linstrom’s Registration & Firm History

TX

06/10/2024 - Present

Newedge Advisors (Dallas TX)

TX

12/13/2010 - 06/08/2024

J.P. MORGAN SECURITIES LLC (DALLAS TX)

TX

05/19/2005 - 09/16/2010

SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Erik J Linstrom. Review regulatory record here.
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