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Joseph James Wagner

Newedge Advisors

New Orleans, LA

North Canton, OH

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

North Canton, OH • 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
Mid Atlantic Financial Management, Inc. Pittsburgh PA 04/2015 Present
Newedge Advisors, Llc New Orleans LA 11/2021 Present
  • 04/2015 → Present
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2015-04-16 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    North Canton, OH
    Pittsburgh, PA
  • 2007-10-24 → 2015-05-01
    Lpl Financial Llc
    North Canton, OH
    Fort Mill, SC
    North Canton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-10
S63 Uniform Securities Agent State Law Examination 1991-11-18
  • S65 Uniform Investment Adviser Law Examination
    2008-12-10
  • S63 Uniform Securities Agent State Law Examination
    1991-11-18
Other Names
  • Joe Wagner

View on SEC IAPD

Other Firms

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BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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