Jordan Sechan

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Newedge Wealth
  Stamford, CT
• 07/2022 → 08/2022
  Unemployed
  New Canaan, CT
• 06/2022 → 07/2022
  Edge Co
  Pittsburgh, PA
• 05/2021 → 06/2022
  College Of Charleston
  Charleston, SC
• 07/2019 → 05/2021
  Bucknell University
  Lewisburg, PA
• 05/2019 → 07/2019
  Merrill Lynch
  New York, NY
• 05/2017 → 05/2019
  Bucknell University
  Lewisburg, PA
• 08/2015 → 05/2017
  Northfield Mount Hermon School
  Gill, MA
• 08/2016 → Present
  Newedge Securities
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23