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Jesse David Christensen

Newedge Advisors

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About Jesse David Christensen

Jesse David Christensen is an investment advisor representative registered with Newedge Advisors. Jesse is a registered investment advisor in New York. Jesse has been working in the securities industry for 13 years. Jesse has a Series 63, Series 65, Series 7, Series 31, and SIE license. Jesse previously worked at Morgan Stanley and National Financial Services LLC. Jesse provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Jesse Christensen 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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Jesse Christensen’s Registration & Firm History

NY

02/12/2024 - Present

Newedge Advisors (New York NY)

NY

08/31/2011 - 08/23/2017

MORGAN STANLEY (NEW YORK NY)

NY

07/23/2010 - 07/21/2011

NATIONAL FINANCIAL SERVICES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 07/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse David Christensen.
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