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Jared Scott Fodness

Newedge Advisors

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About Jared Scott Fodness

Jared Fodness is a registered investment advisor representative with Newedge Advisors. Jared's current employment began on June 30, 2022. Jared is also registered as an investment advisor representative in South Dakota. Prior to joining Newedge Advisors, Jared has been employed by several other firms including Clausen & Rice LLP, Boen & Associates, Trident Trust, Audio Playground, Reinke Gray Wealth Management, and LPL Financial. Jared holds Series 63, Series 65, Series 7TO and SIE licenses.

Firm Information

Jared Fodness 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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Jared Fodness’s Registration & Firm History

SD

06/30/2022 - Present

Newedge Advisors (Pierre SD)

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Licenses & Designations

BC

Issued 04/25/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Scott Fodness.
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