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Jonathan Wesley Ulin

Newedge Advisors

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About Jonathan Wesley Ulin

Jonathan Wesley Ulin is an investment advisor representative with Newedge Advisors, located in New Orleans, LA. Jonathan has over 20 years of experience in the financial services industry. Jonathan began his career in 2002 with IDS Life Insurance Company. Jonathan holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jonathan has been with Newedge Advisors since March 2024.

Firm Information

Jonathan Ulin 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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Jonathan Ulin’s Registration & Firm History

LA

03/28/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

FL

05/23/2019 - 08/04/2021

IFP SECURITIES, LLC (Boca Raton FL)

FL

11/05/2009 - 05/23/2019

LPL FINANCIAL LLC (BOCA RATON FL)

FL

12/05/2002 - 11/11/2009

AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)

MN

12/05/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Wesley Ulin.
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