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Jon Robert Pettigrew

Newedge Advisors

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About Jon Robert Pettigrew

Jon Robert Pettigrew is a financial advisor with over 24 years of experience in the industry. Jon has a strong background in investment advisory and has a wide range of experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jon is currently registered with Newedge Advisors and LPL Financial.

Firm Information

Jon Pettigrew 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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Jon Pettigrew’s Registration & Firm History

MI

06/11/2024 - Present

Newedge Advisors (Troy MI)

MI

04/09/2018 - 06/10/2024

CETERA ADVISOR NETWORKS LLC (GRAND RAPIDS MI)

MI

01/13/2003 - 04/16/2018

LPL FINANCIAL LLC (GRAND RAPIDS MI)

NY

09/24/1999 - 01/24/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Robert Pettigrew.
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