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John Michael Krajnik

Newedge Advisors

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About John Michael Krajnik

John Michael Krajnik is a financial advisor with Newedge Advisors, a firm that manages assets between $10 billion and $50 billion. John Michael has been in the industry since July 5, 2007, and is registered as a Broker/Dealer in the states of California, Florida, Kentucky, Massachusetts, Ohio, Pennsylvania and Texas. John Michael is also an Investment Advisor Representative (IAR) in Ohio and Pennsylvania. John Michael's previous employers include LPL Financial LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. He holds the Series 66, Series 7 and Series 31 licenses. John Michael's specialties include financial planning, portfolio management for businesses and individuals, and pension consulting.

Firm Information

John Krajnik 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 Krajnik’s Registration & Firm History

LA

11/01/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

OH

03/26/2010 - 12/21/2012

LPL FINANCIAL LLC (BEACHWOOD OH)

OH

06/01/2009 - 04/14/2010

MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)

OH

07/06/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)

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Licenses & Designations

BOTH

Issued 07/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 07/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Michael Krajnik.
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