Jason
Kass

Newedge Advisors

CRD#3248234
Investment Advisor
in New Orleans, LA

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About this Advisor

Jason Kass is a certified financial planner and chartered financial analyst working out of New Orleans, Louisiana with 2 years of industry experience. Kass is an advisor for Newedge Advisors. Over the course of their career, Kass has held roles at Hsbc Private Bank, Gwm Advisors LLC, Jpmorgan Securities LLC and Jpmorgan Chase Bank Na. Kass holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to operate in New York. 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 advisors. It controls $13 billion in assets between its 48,067 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 114 charitable organizations. Of its 48,067 client accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets. Newedge Advisors performs a broad array 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. Financial management fees typically vary depending on which service is offered. Fees billed by Newedge Advisors likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

2 years

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

858 Camp Street
New Orleans, LA 70130

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

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

499

LA Average: 13
Total Number of Accounts

48,067

LA Average: 722
Average Account Size

$263,865

LA 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

Jason Kass Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwm Advisors LLC

2015 - 2021 (6 years)

Jpmorgan Securities LLC

2015 - 2021 (6 years)

Jpmorgan Chase Bank Na

2010 - 2015 (5 years)

Hsbc Private Bank

*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 Jason Kass 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

Erik Olson
New Orleans, LA
Caleb Rodriguez
San Diego, CA
Jennifer Kahl
New Orleans, LA
Barbara Garcia
New Orleans, LA
Kathaleen Muilwyk
New Orleans, LA
Nathaniel Novak
New Orleans, LA
Stephen Coopersmith
New Orleans, LA
Mark Mcneely
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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