Joshua
Barnett
Newedge Advisors
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About this Advisor
Joshua Barnett is a financial advisor based in Baton Rouge, Louisiana, working with Newedge Advisors. Joshua has previously held positions at Wells Fargo Advisors, LLC, Barnett Fitness Inc, Wells Fargo Clearing Services, LLC, Newedge Advisors, LLC (Gwm Advisors, LLC), and Lpl Financial LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, North Carolina, and Texas. Currently, Joshua is part of Newedge Advisors, which operates out of Baton Rouge, Louisiana. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Joshua Barnett Work History
Newedge Advisors, LLC (Gwm Advisors, LLC)
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Barnett Fitness Inc
Disclosures
Please visit the SEC profile of Joshua Barnett 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
New Orleans, LA
New Orleans, LA
Lake Charles, LA
New Orleans, LA
Hudson, WI
New Orleans, LA
New Orleans, LA
Rancho Cordova, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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