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Jacob David See

Newedge Advisors

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About Jacob David See

Jacob See is an investment advisor representative at Newedge Advisors, LLC. He is licensed to offer investment advisory services in Illinois and Georgia. Jacob See has been in the securities industry since September 1, 2023. Jacob See holds the Series 66, Series 7TO and SIE licenses. Jacob See specializes in portfolio management for individuals and businesses. Jacob See is also a licensed financial planner. Newedge Advisors, LLC is a registered investment advisor with offices in New Orleans, Louisiana and Roselle, Illinois.

Firm Information

Jacob See 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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Jacob See’s Registration & Firm History

IL

12/14/2023 - Present

Newedge Advisors (Roselle IL)

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Licenses & Designations

BOTH

Issued 10/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob David See.
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