Jeffrey Stanton Stone

Current Employers

Newedge Advisors

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-08-10
TX	RA	APPROVED	2026-08-10

SC RA
APPROVED

Since 2026-08-10
TX RA
APPROVED

Since 2026-08-10

Branch Locations

4324 Wade Hampton Boulevard Suite D, Taylors, SC 29687 • United States

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

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2016-12-07
TX	RA	APPROVED	2016-12-07

SC RA
APPROVED

Since 2016-12-07
TX RA
APPROVED

Since 2016-12-07

Branch Locations

4324 Wade Hampton Blvd Ste D, Taylors, SC 29687 • United States

20 S Poinsett Hwy Ste K, Travelers Rest, SC 29690 • 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
Wells Fargo Advisors Llc	Greenville	SC	09/2014	11/2016
Lpl Financial, Llc	Taylors	SC	12/2016	Present
Wells Fargo Clearing Services, Llc	Greenville	SC	11/2016	12/2016
Newedge Advisors, Llc	New Orleans	SC	08/2026	Present

09/2014 → 11/2016

Wells Fargo Advisors Llc

Greenville, SC
12/2016 → Present

Lpl Financial, Llc

Taylors, SC
11/2016 → 12/2016

Wells Fargo Clearing Services, Llc

Greenville, SC
08/2026 → Present

Newedge Advisors, Llc

New Orleans, SC

Previous Registrations

2014-09-15 → 2016-12-09

Wells Fargo Clearing Services, Llc

Greenville, SC
2009-03-11 → 2014-09-29

First Citizens Asset Management, Inc

Raleigh, NC
2007-06-07 → 2009-02-24

Waddell & Reed

Columbia, SC

Greenville, SC

Austin, TX

Other Businesses

1.12/07/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stone Wealth Management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.11/21/2018; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greer Financial Services, LLC; Investment Related; at Reported Business Location(s); Start Date 12/03/2018; 30hrs/mth; 30hrs during trading 3.04/17/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TrueWealth Advisors; Investment Related; at Reported Business Location(s); Start Date 06/01/2025; 160hrs/mth; 120hrs during trading 4.05/19/2025; Financial Independence Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/12/2025; 20hrs/mth; 20hrs during trading 5.08/28/2026; (Hybrid) NewEdge Advisors; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 08/10/2026; 120hrs/mth; 120hrs during trading; I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2026. 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. 6.08/28/2026; (Hybrid) TrueWealth Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/10/2026; 120hrs/mth; 120hrs during trading;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-06

S66 Uniform Combined State Law Examination

2007-06-06

Designations

Other Names

Jeffrey S Stone
Jeffrey Stanton Stone

View on SEC IAPD