Jeffrey S Cherkas

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-03
CT	RA	APPROVED	2023-01-04
NJ	RA	APPROVED	2021-05-24

TX RA
APPROVED_RES

Since 2024-01-03
CT RA
APPROVED

Since 2023-01-04
NJ RA
APPROVED

Since 2021-05-24

Branch Locations

2200 Atlantic Street 2Nd Floor, Stamford, CT 06902 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	New York	NY	07/2008	05/2021
Newedge Securities, Inc	Stamford	CT	05/2021	Present
New Edge Wealth	Stamford	CT	05/2021	Present

07/2008 → 05/2021

Ubs Financial Services Inc

New York, NY
05/2021 → Present

Newedge Securities, Inc

Stamford, CT
05/2021 → Present

New Edge Wealth

Stamford, CT

Previous Registrations

2014-08-21 → 2021-06-02

Ubs Financial Services Inc.

Salt Lake City, UT

New York, NY

New York, NY

Park City, UT

Park City, UT

Weehawken, NJ

Paramus, NJ

Other Businesses

NEW EDGE WEALTH~INVESTMENT RELATED~WOODCLIFF LAKE, NEW JERSEY~INVESTMENT ADVISOR REPRESENTATIVE~MAY 2021~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-21
S63	Uniform Securities Agent State Law Examination	2000-11-28

S65 Uniform Investment Adviser Law Examination

2014-08-21
S63 Uniform Securities Agent State Law Examination

2000-11-28

Other Names

Jeffrey S. Cherkas

View on SEC IAPD