Jennifer
Deloach

Newedge Advisors

CRD#4021337
Investment Advisor
in Decatur, GA

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About this Advisor

Jennifer Deloach is a certified financial planner based out of Decatur, Georgia. Deloach currently works for Newedge Advisors. Throughout their career, Deloach has worked at Acg Wealth, Triad Advisors, Inc, Arkadios Capital, LLC, Acg Wealth Inc, Securian Financial Services Inc, Joyn Advisors Inc, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Veracity Capital, LLC, Newedge Advisors, LLC and Securities Compliance Management. Deloach has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Newedge Advisors is an advisory business that has its headquarters in New Orleans, LA. The firm has offices in 99 locations and a total of 499 financial advisors. It controls $13 billion in total assets among its 48,067 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 114 charities and foundations. Of its 48,067 accounts, 27% are held by high-net-worth investors who have more than $1 million in assets. Newedge Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the services. However, fee types billed by Newedge Advisors can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Decatur, GA

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

GA Average: $486,181,852
Total Number of Employees

499

GA Average: 13
Total Number of Accounts

48,067

GA Average: 722
Average Account Size

$263,865

GA Average: $673,382

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

Jennifer Deloach Work History

Jennifer has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Newedge Advisors, LLC

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2020 - 2023 (3 years)

Veracity Capital, LLC

2018 - 2020 (2 years)

Securian Financial Services Inc

2018 - 2020 (2 years)

Joyn Advisors Inc

2016 - 2018 (2 years)

Arkadios Capital, LLC

2016 - 2018 (2 years)

Acg Wealth Inc

2015 - 2018 (3 years)

Acg Wealth

2013 - 2016 (3 years)

Triad Advisors, Inc

2012 - 2015 (3 years)

Securities Compliance Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Deloach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newedge Advisors

Anthony Panuccio
New Orleans, LA
Nita Pastor
New Orleans, LA
Robert Fabrizio
New Orleans, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Caleb Rodriguez
San Diego, CA
Stephen Coopersmith
New Orleans, LA
Rick Meyeres
New Orleans, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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