John Harold Gifford

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

• 04/2010 → Present
  Lpl Financial Llc
  Taylors, SC
• 04/2010 → 08/2020
  Crescom Bank (Formerly: Greer State Bank)
  Greer, SC
• 08/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2009-01-02 → 2010-04-26
  Raymond James Financial Services Advisors, Inc
  Greer, SC
• 2008-08-12 → 2009-01-02
  Raymond James Financial Services, Inc.
  Greer, SC
  Greer, SC
• 2005-10-06 → 2008-02-22
  Truist Investment Services, Inc.
  Anderson, SC
  Mauldin, SC
  Saluda, SC
  Laurens, SC
  Laurens, SC
  Belton, SC
  Clinton, SC
  Greenwood, SC
  Ninety-Six, SC
  Greenville, SC
  Saluda, SC
  Belton, SC

Other Businesses

1. 5/20/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/1/2017 - 50 Hours Per Month/25 Hours During Securities Trading. 2. 05/19/2025 - TrueWealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date;05/12/2025 -30 Hours Per Month/30 Hours During Securities Trading. 3. TrueWealth Advisors, LLC - DBA for NewEdge Advisors, LLC; Investment related; Taylors, SC; Start date 08/2026; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams

• S66 Uniform Combined State Law Examination
  2005-09-28
• S63 Uniform Securities Agent State Law Examination
  1994-03-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant