Jonathan Ezra Bell

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

• 09/2016 → 05/2017
  Elon University
  Elon, NC
• 06/2017 → 08/2017
  Bareburger Group Llc
  Mount Kisco, NY
• 09/2017 → 05/2018
  Elon University
  Elon, NC
• 06/2018 → 08/2018
  Leap Foundation
  Manhattan, NY
• 09/2018 → 05/2019
  Elon University
  Elon, NC
• 06/2019 → 08/2019
  Reach Tv
  Los Angeles, CA
• 09/2019 → 05/2020
  Elon University
  Elon, NC
• 08/2019 → 05/2020
  Elon University
  Elon, NC
• 06/2020 → 04/2021
  Shim Distributions
  Harrison, NY
• 05/2021 → 06/2021
  Unemployed
  Bedford, NY
• 07/2021 → 03/2022
  Black Tap Craft Burgers & Beer
  Manhattan, NY
• 04/2022 → 05/2022
  Unemployed
  Manhattan, NY
• 05/2022 → 08/2024
  Indemand
  Manhattan, NY
• 09/2024 → 10/2024
  Unemployed
  Brooklyn, NY
• 10/2024 → Present
  Newedge Wealth
  Stamford, CT
• 05/2025 → Present
  Newedge Securities Inc
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-02