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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-02
TX RA APPROVED 2024-12-09
GA RA APPROVED 2023-11-02
  • LA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2024-12-09
  • GA RA
    APPROVED
    Since 2023-11-02

Branch Locations

2467 Demere Rd., St. Simons Island, GA 31522 • 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
Massmutual Life Insuance Co St. Simons Island GA 06/2002 10/2023
Mml Investors Services, Llc St. Simons Island GA 08/2002 10/2023
Lpl Financial St. Simons Island GA 10/2023 Present
Newedge Advisors, Llc. New Orleans LA 10/2023 Present
  • 06/2002 → 10/2023
    Massmutual Life Insuance Co
    St. Simons Island, GA
  • 08/2002 → 10/2023
    St. Simons Island, GA
  • 10/2023 → Present
    Lpl Financial
    St. Simons Island, GA
  • 10/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

1)10/30/2023 - Jacobs, Coolidge & Company, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2010 - 160 Hr/Mth 2)10/30/2023 - Newedge Advisors - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 3)10/30/2023 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 8 Hr/Mth 4)10/30/2023 - Finbene, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 02/2004 5)10/30/2023 - Real Estate Rental - Owner - Del Ray Beach, FL - Inv Rel - Start: 03/09/2022 6)10/31/2023 - NewEdge Advisors, LLC., - DBA Jacobs Coolidge and Co. {RIA} - Investment Related - Investment Advisor Representative - at reported business location.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-29
S63 Uniform Securities Agent State Law Examination 1986-06-13
  • S65 Uniform Investment Adviser Law Examination
    1996-05-29
  • S63 Uniform Securities Agent State Law Examination
    1986-06-13
Designations
Other Names
  • Russell C Jacobs

View on SEC IAPD

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