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Jason Paul Foster

Newedge Advisors

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About Jason Paul Foster

Jason Paul Foster is an investment advisor representative at Newedge Advisors. Jason has been in the industry since 2012 and holds the Series 7TO, SIE, and Series 66 securities licenses. Jason has worked at several firms including Triad Advisors, Blue Fin Services, and NewEdge Advisors. Jason's experience spans various aspects of financial advising, financial planning, wealth management, and life insurance. Jason is a board member at Catholic High School of New Iberia and the chapter chairman of Ducks Unlimited.

Firm Information

Jason Foster 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 Foster’s Registration & Firm History

LA

06/10/2021 - Present

Newedge Advisors (New Iberia LA)

LA

01/11/2021 - 02/17/2023

TRIAD ADVISORS LLC (New Iberia LA)

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Licenses & Designations

BOTH

Issued 04/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Paul Foster.
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