Joseph James Wagner

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2008-12-10
• S63 Uniform Securities Agent State Law Examination
  1991-11-18

Other Names

• Joe Wagner