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Jo A Pate

Newedge Advisors

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About Jo A Pate

Jo Pate is a financial advisor at Newedge Advisors. Jo has been in the financial services industry for 17 years and holds Series 7, Series 63 and SIE licenses. Jo is currently registered with FINRA and the states of Georgia, Florida, South Carolina and Texas. Jo specializes in providing financial planning, pension consulting and selection of other advisors. Jo has previously worked with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Jo is an active member of LPL Financial and a registered investment advisor with GWM Advisors, LLC.

Firm Information

Jo Pate 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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Jo Pate’s Registration & Firm History

GA

12/16/2020 - Present

Newedge Advisors (Valdosta GA)

GA

02/27/2009 - 07/11/2019

WELLS FARGO CLEARING SERVICES, LLC (VALDOSTA GA)

GA

11/29/2006 - 03/12/2009

CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)

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Licenses & Designations

BC

Issued 04/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jo A Pate. Review regulatory record here.
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