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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-04-05
TX RA APPROVED 2024-04-01
  • LA RA
    APPROVED
    Since 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-01

Branch Locations

412 Settlers Trace Blvd., Lafayette, LA 70508 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Aig American General Life Insurance Company Youngsville LA 03/2005 04/2024
Oxford Asset Management Llc Mcallen TX 01/2008 02/2017
Spire Investment Partners Lafayette LA 02/2017 04/2024
Newedge Advisors, Llc. New Orleans LA 04/2024 Present
  • 03/2005 → 04/2024
    Aig American General Life Insurance Company
    Youngsville, LA
  • 01/2008 → 02/2017
    Oxford Asset Management Llc
    Mcallen, TX
  • 02/2017 → 04/2024
    Spire Investment Partners
    Lafayette, LA
  • 04/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2017-02-01 → 2024-04-04
    Lafayette, LA
    Lafayette, LA
    Mclean, VA
    Lafayette, LA
  • 2008-01-11 → 2017-11-30
    Oxford Asset Management, Llc
    Lafayette, LA
Other Businesses

1. Core Financial Partners - Not Investment Related - LLC - Start: 2013 - Owner - Insurance Sales - 2. Kiwanis Club of Lafayette - Not Investment Related - Board Member for non-profit - Start: 2023 - Review requests, plan events, review financials - Zero hours are devoted to this activity during trading hours -at reported business location. 3. Insurance Sales - Not investment Related - Sales for annuities, LTC, Life and Health - at reported business location - 12 hours per month are devoted to this activity - Insurance Agent. 4. Charger Athletic Foundation - 111 Goshen Ln, Lafayette, LA 70508 - Start: 09/2024 - Not Investment Related - Non-Profit for Board - Informal Board no ax ID - President - Host monthly board meetings, help to build out the board functions, help the school build out the athletic program - Zero hours are devoted to this activity during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-04
  • S66 Uniform Combined State Law Examination
    2007-05-04
Other Names
  • Jason Habbit

View on SEC IAPD

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