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John Foster Thompson

Newedge Advisors

New Orleans, LA

Jacksonville, FL

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-02
TX RA APPROVED 2022-08-31
  • FL RA
    APPROVED
    Since 2022-09-02
  • TX RA
    APPROVED
    Since 2022-08-31

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

7077 Bonneval Road Suite 300, Jacksonville, FL 32216 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Jacksonville FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Jacksonville FL 11/2016 08/2022
Congruent Wealth, Llc Jacksonville FL 07/2022 Present
Lpl Financial, Llc Jacksonville FL 08/2022 Present
Newedge Advisors, Llc New Orleans LA 08/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Jacksonville, FL
  • 11/2016 → 08/2022
    Wells Fargo Clearing Services, Llc
    Jacksonville, FL
  • 07/2022 → Present
    Congruent Wealth, Llc
    Jacksonville, FL
  • 08/2022 → Present
    Lpl Financial, Llc
    Jacksonville, FL
  • 08/2022 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
Other Businesses

1) 7/2022 - DBA for LPL Business (entity for LPL business) - CONGRUENT WEALTH, LLC - Investment Related - 40 hr/mon - Jacksonville, FL 32216 2) 7/2022 - Non-Variable Insurance - Congruent Wealth, LLC - Investment Related - 40 hr/mon - Jacksonville, FL 32216 3) 2011 - Business Entity For Tax/Investment Purposes Only - JFT Ventures, LLC - Not Investment Related - Jacksonville, FL 32256 4) 12/23/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 8/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent - 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 12/23/2022 - Congruent Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 7/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-10
  • S66 Uniform Combined State Law Examination
    2001-01-10

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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