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Jason Paul Foster

Newedge Advisors

New Iberia, LA

New Orleans, LA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-10
LA RA APPROVED 2021-05-07
  • TX RA
    APPROVED
    Since 2021-06-10
  • LA RA
    APPROVED
    Since 2021-05-07

Branch Locations

223 East Main Street, New Iberia, LA 70560 • 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
Triad Advisors Norcross GA 12/2020 Present
Blue Fin Services New Iberia LA 01/2012 07/2020
Unemployed New Iberia LA 08/2020 11/2020
Newedge Advisors New Orleans LA 05/2021 Present
  • 12/2020 → Present
    Triad Advisors
    Norcross, GA
  • 01/2012 → 07/2020
    Blue Fin Services
    New Iberia, LA
  • 08/2020 → 11/2020
    Unemployed
    New Iberia, LA
  • 05/2021 → Present
    New Orleans, LA
Other Businesses

1) Cestia Wealth Management; investment related;223 East Main Street, New Iberia, LA 70560;registered investment advisor;admin;12/2020;160 hrs/month;40 hours during trading;admin duties, associated activites for establishing new clients 2) Vermilion Bay Land Company, LLC - the business is solely investment related for real estate. The address listed is under my residential address. I am the sole owner. This LLC was established in 2015, I currently do not devote any hours to this enterprise. 3)NewEdge Advisors;investment related;858 Camp St,New Orleans,LA 70130;corporation;investment advisor representative;5/1/2021;160 hrs/month;6.5 hrs during trading;financial advising,financial planning,wealth management 4)Foster Wealth Management;investment related;223 East Main Street,New Iberia,LA 70560;llc;investment advisor representative;5/1/2021;140 hrs/month;6.5 hrs during trading;life insurance 5)Foster Wealth Management;investment related;223 East Main Street, New Iberia, LA 70560;llc;investment advisor representative;5/1/2021;140 hrs/month;6.5 hrs during trading;dba for RIA business 6)Catholic High School of New Iberia;not investment related;1301 de La Salle,New Iberia,LA;private K-12 school;advisory council board member;8/1/2019;2 hrs/month;0 hrs during trading;volunteer for school's advisory board,which maintains one meeting/month August through May,provide advice on matters relating to school activities,long term planning,financial planning,budget creation,marketing,fundraising,parent feedback,and facilities planning 7)Ducks Unlimited;not investment related;One Waterfowl Way,Memphis,TN 38120;registered 501(c) non-profit organization;chapter chairman;10/1/2012;4 hrs/month;0 hrs during trading;network with other committee volunteers,solicit local conservationists in the area for event attendance,brainstorm ideas on fundraising for DU's mission,provide leadership amongst committee members,communicate with donors on DU's mission and conservation projects underway

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-28
  • S66 Uniform Combined State Law Examination
    2021-04-28

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