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John burton Enoch Cestia

Newedge Advisors

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About John burton Enoch Cestia

John Burton Enoch Cestia is an investment advisor representative with Newedge Advisors. John Burton Enoch Cestia has been in the industry since October 1999. John Burton Enoch Cestia is currently registered in Louisiana and Texas. John Burton Enoch Cestia is also registered with FINRA. John Burton Enoch Cestia specializes in financial planning, pension consulting, and selection of other advisors. John Burton Enoch Cestia's firm is separate and independent of LPL Financial. John Burton Enoch Cestia provides investment advisory services through NewEdge Advisors, an independent investment advisor firm. John Burton Enoch Cestia is also the sole owner of Cestia Wealth LLC, a business entity for tax and investment purposes only. John Burton Enoch Cestia is also the owner of Cestia Wealth Management, a DBA for the LPL business. John Burton Enoch Cestia is also the owner of Cestia Wealth, a non-variable insurance business. John Burton Enoch Cestia is also the owner of Cestia Wealth Management, a registered investment advisor DBA. John Burton Enoch Cestia is also registered with the Securities and Exchange Commission as an investment advisor representative. John Burton Enoch Cestia is a member of the Financial Industry Regulatory Authority (FINRA). John Burton Enoch Cestia is also a member of the Investment Industry Regulatory Organization of Canada (IIROC).

Firm Information

John burton Cestia 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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John burton Cestia’s Registration & Firm History

LA

09/14/2018 - Present

Newedge Advisors (New Iberia LA)

LA

08/01/2018 - 08/02/2024

TRIAD ADVISORS LLC (New Iberia LA)

LA

10/06/1999 - 07/11/2018

EDWARD JONES (NEW IBERIA LA)

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Licenses & Designations

BOTH

Issued 03/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John burton Enoch Cestia. Review regulatory record here.
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