Jacen James Marzocco

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

• 06/2019 → 09/2019
  Indian Trail Club
  Franklin Lakes, NJ
• 04/2021 → 09/2021
  Willow & Whisk
  Wyckoff, NJ
• 05/2022 → 12/2022
  Indian Trail Club
  Franklin Lakes, NJ
• 06/2023 → 07/2025
  Cafe Amici
  Wyckoff, NJ
• 08/2020 → 05/2024
  Ramapo College Of New Jersey
  Mahwah, NJ
• 09/2016 → 06/2020
  Ramapo Highschool
  Franklin Lakes, NJ
• 01/2025 → 07/2025
  Lpl Enterprise
  Basking Ridge, NJ
• 09/2025 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2025-02-26 → 2025-07-15
  Lpl Enterprise, Llc
  Bedminster, NJ

Other Businesses

NewEdge Advisors, LLC - DBA Pointcrest Wealth Management; Investment related; New York, NY; Start date 9/2025; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams

• S66 Uniform Combined State Law Examination
  2025-02-26