Jon Connell

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

• 03/2020 → 06/2026
  Edward Jones
  St Louis, MO
• 10/2017 → 03/2020
  J&J Services Inc (Ethicon U S Llc)
  Houston, TX
• 11/2016 → 10/2017
  United States Army
  Fort Polk, LA
• 05/2016 → 11/2016
  United States Army
  Columbus, GA
• 06/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 06/2026 → Present
  Newedge Wealth
  New Orleans, LA

Previous Registrations

• 2020-06-19 → 2026-06-22
  Edward Jones
  Clifton Park, NY
  Schenectady, NY
  Spring, TX
  St Louis, MO
  Clifton Park, NY
  Malta, NY

Other Businesses

SELF EMPLOYED Type of business: HOME RENTAL SAVANNAH, GA Start date: 5/1/2016 Renter Hours per week: 0 Hours during trading: 0 Maintain property

Exams

• S66 Uniform Combined State Law Examination
  2020-06-18

Designations

• Certified Financial Planner