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John Morse Kober

Newedge Advisors

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About John Morse Kober

John Morse Kober is a financial advisor currently working at Newedge Advisors. John has been working in the financial industry since 1983 and has experience with Wells Fargo Advisors, LLC and First Union Capital Markets Corp. John has a strong focus on financial planning, pension consulting, and portfolio management for individuals and businesses. John is also a Certified Financial Planner. John has a strong track record of providing customized financial solutions for clients and is committed to helping clients achieve their financial goals.

Firm Information

John Kober 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 Kober’s Registration & Firm History

NC

11/01/2023 - Present

Newedge Advisors (Southern Pines NC)

NC

10/01/1999 - 10/15/2015

WELLS FARGO ADVISORS, LLC (PINEHURST NC)

NC

04/19/1983 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/17/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Morse Kober.
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