Joshua Aaron Olds

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

• 12/2014 → 10/2024
  New Potomac Partners, Llc
  Bethesda, MD
• 10/2024 → Present
  Newedge Advisors, Llc.
  New Orelans, LA

Previous Registrations

• 2015-04-14 → 2024-10-08
  New Potomac Partners Llc
  North Bethesda, MD
• 2013-02-14 → 2015-01-16
  Johnston Lemon Asset Management Inc
  Washington, DC
• 2006-03-23 → 2011-12-31
  Johnston Lemon Asset Management Inc
  Washington, DC
• 2005-02-01 → 2005-11-28
  Morgan Stanley Dw Inc.
  Lake Oswego, OR

Other Businesses

1. 10/2024 - Mr. Olds conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Continuity Wealth Group. Mr. Olds is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Olds is a former member of New Potomac Partners, LLC a registered investment advisory firm. He devotes 0 hours a month during business / market hours. He will sell his interest back to the LLC once he departs but needs to transfer ownership / management. 3. 06/2012 - Programs and Educations Wealth Management Sub-Committee - 1101 Wilson Blvd Arlington, VA 22209 - Help plan educational events to be approved by the DC Society Board - Sub-Committee Member - 2 hours are devoted to this activity during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-19
• S63 Uniform Securities Agent State Law Examination
  1997-09-04

Designations

• Chartered Financial Analyst