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Jeff Peter Branson

Newedge Advisors

New Orleans, LA

Santa Clara, CA

San Jose, CA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-29
CA RA APPROVED 2024-06-04
  • TX RA
    APPROVED
    Since 2024-10-29
  • CA RA
    APPROVED
    Since 2024-06-04

Branch Locations

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

588 El Camino Real Unit 510, Santa Clara, CA 95050 • United States

2570 N. First Street 2Nd Floor, San Jose, CA 95131 • 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
Investacorp Inc Miami FL 07/2016 02/2020
Investacorp Advisory Services San Francisco CA 01/2017 02/2020
Branson Financial Planning, Llc West Hartford CT 01/2020 02/2024
Newedge Advisors, Llc. New Orleans LA 02/2024 Present
  • 07/2016 → 02/2020
    Investacorp Inc
    Miami, FL
  • 01/2017 → 02/2020
    Investacorp Advisory Services
    San Francisco, CA
  • 01/2020 → 02/2024
    Branson Financial Planning, Llc
    West Hartford, CT
  • 02/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2020-03-02 → 2024-03-20
    Branson Financial Planning
    Biddeford, ME
    South Windsor, CT
    West Hartford, CT
  • 2017-01-04 → 2020-03-02
    Investacorp Advisory Services Inc
    San Francisco, CA
Other Businesses

NewEdge Advisors, LLC.; DBA for RIA PacificView Wealth Management; Investment Related; Investment Advisor Representative; 02/2024; at reported business location.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2016-09-12
Designations
Other Names
  • Jp Branson
  • Jeffrey Branson

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

More in New Orleans, LA

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