Ryan Lee Goldschmitt

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

• 08/2007 → 01/2018
  Jp Morgan Chase, N.A.
  Morristown, NJ
• 10/2012 → 10/2023
  J.P. Morgan Securities Llc
  Mount Freedom, NJ
• 01/2018 → 10/2023
  Jp Morgan Chase Bank, N.A.
  Mount Freedom, NJ
• 10/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2012-10-01 → 2023-11-01
  J.P. Morgan Securities Llc
  Mount Freedom, NJ
  Chester, NJ
  Lyndhurst, NJ
  Randolph, NJ
  Flemington, NJ
  Flemington, NJ
• 2010-11-03 → 2012-10-01
  Chase Investment Services Corp.
  Morristown, NJ
  Mount Freedom, NJ

Other Businesses

1). NewEdge Advisors, LLC; Start: 10/2023; DBA Geminus Wealth Partners, LLC (RIA); Investment related; Investment Advisor Representative; at reported business location.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-02
• S63 Uniform Securities Agent State Law Examination
  2007-09-28

Other Names

• Ryan L Goldschmitt