Erik J Linstrom

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 06/2024
  J.P Morgan Securities Llc
  Dallas, TX
• 12/2010 → 06/2024
  Jpmorgan Chase Bank Na
  Dallas, TX
• 06/2024 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 06/2024 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2010-12-21 → 2024-06-08
  J.P. Morgan Securities Llc
  Dallas, TX
• 2005-06-09 → 2010-09-16
  Alliancebernstein L.P.
  Dallas, TX
  Dallas, TX

Other Businesses

1. Mr. Linstrom conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Fortis Wealth Advisors, LLC. Mr. Linstrom is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Start Date: 06/2024. 2. NewEdge Advisors DBA Fortis Wealth Advisors*Yes Invest*Dallas TX*Investment Advisor Representative*6/7/24*Founder, Financial Advisor*Investment advice*160 Hr trade/10 non trade 3. Trustee of Own Revocable Living Trust*Yes Invest*Dallas, TX*Trustee of EJL Living Trust 2019*11/15/19*Trustee*Oversee my own revocable trust*2 Hr trdae/0 Non trade

Exams

• S66 Uniform Combined State Law Examination
  2005-05-24

Other Names

• Erik John Linstrom