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Jonathan C Karn

Newedge Advisors

Montvale, NJ

New Orleans, LA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-06-21
  • NJ RA
    APPROVED
    Since 2021-06-21

Branch Locations

155 Chestnut Ridge Road, Montvale, NJ 07645 • United States

858 Camp Street, New Orleans, LA 70130 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 04/2016 06/2021
Bank Of America,N.A. Montvale NJ 05/2016 06/2021
Mid Atlantic Capital Corporation Pittsburgh PA 06/2021 Present
Gwm Advisors, Llc New Orleans LA 06/2021 Present
  • 04/2016 → 06/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Montvale, NJ
  • 05/2016 → 06/2021
    Bank Of America,N.A.
    Montvale, NJ
  • 06/2021 → Present
    Mid Atlantic Capital Corporation
    Pittsburgh, PA
  • 06/2021 → Present
    Gwm Advisors, Llc
    New Orleans, LA
Previous Registrations
Other Businesses

1. Colonial Village*No Invest*Hillsdale, NJ*Board Member*Property Management*1/1/18*5 per mnth/0 trade*Meet quarterly, approve all decisions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-24
  • S66 Uniform Combined State Law Examination
    2015-06-24
Other Names
  • Jonathan Karn

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
VOYA FINANCIAL ADVISORS, INC.
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
HUDSON COMPANIES
WESTMORE ASSET MANAGEMENT
HAIDAR CAPITAL MANAGEMENT LLC

Other Investors

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Robert Joseph Castella
FRANK DOMINICK DEDIO
KARL STUART NELSON
Michael Littmann
Joshua Maurizio Comune
KATELYN MAE KOUMBEM
ERIC LESLIE KOHLMEIER

Other Offices

LPL FINANCIAL LLC · MONTVALE, NJ
VOYA FINANCIAL ADVISORS, INC. · MONTVALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Montvale, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARK RIDGE, NJ
OSAIC WEALTH, INC. · PARK RIDGE, NJ
HUDSON COMPANIES · PEARL RIVER, NY
WESTMORE ASSET MANAGEMENT · PEARL RIVER, NY
HAIDAR CAPITAL MANAGEMENT LLC · PEARL RIVER, NY

More in Montvale, NJ

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