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Jason A Habbit

Newedge Advisors

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About Jason A Habbit

Jason A. Habbit is a registered investment advisor representative with Newedge Advisors. Jason is a veteran of the financial services industry and has a diverse background in both insurance and investment advisory services. Jason is licensed to offer advisory services in Louisiana and Texas. Jason specializes in providing financial planning, portfolio management, and pension consulting to individuals, corporations, and institutions.

Firm Information

Jason Habbit 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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Jason Habbit’s Registration & Firm History

LA

04/01/2024 - Present

Newedge Advisors (Lafayette LA)

LA

02/08/2007 - 01/04/2008

SWS FINANCIAL SERVICES (LAFAYETTE LA)

LA

03/24/2005 - 02/08/2007

AMERICAN GENERAL SECURITIES INCORPORATED (YOUNGSVILLE LA)

IL

10/17/2002 - 03/01/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason A Habbit.
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