New Edge Wealth
About this Advisor
Jay Peters is a chartered financial analyst working out of Stamford, Connecticut, who has been in the industry for 12 years. Peters currently works for New Edge Wealth. During their career, Peters has held roles at Ubs Financial Services, Mid Atlantic Capital Corporation and New Edge Wealth. Peters holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. New Edge Wealth is an advisory firm that has its headquarters in Stamford, Connecticut. The company has offices in two locations and a total of 42 financial advisors. It has $4 billion in assets under management between its 3,283 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 3,283 accounts, 67% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually depend on which service is provided. However, fees billed by New Edge Wealth may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
New Edge Wealth Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jay Peters Work History
Jay has 12 years of experience.
Mid Atlantic Capital Corporation
New Edge Wealth
Ubs Financial Services
Jay Peters has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at New Edge Wealth
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.