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Kevin Warner Jones

Newedge Advisors

New Orleans, LA

Denver, CO

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

1040 S. Gaylord Street, Ste #3, Denver, CO 80209 • 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
Behringer Addison TX 07/2015 10/2016
Newedge Securities Llc Pittsburgh PA 11/2025 Present
Newedge Advisors New Orleans LA 11/2025 Present
Transamerica Capital Inc. Denver CO 10/2016 11/2020
Cuna Brokerage Services, Inc. Waverly IA 01/2021 09/2023
Cuna Mutual Group Waverly IA 01/2021 09/2023
Alliancebernstein Denver CO 09/2023 11/2025
  • 07/2015 → 10/2016
    Behringer
    Addison, TX
  • 11/2025 → Present
    Newedge Securities Llc
    Pittsburgh, PA
  • 11/2025 → Present
    Newedge Advisors
    New Orleans, LA
  • 10/2016 → 11/2020
    Transamerica Capital Inc.
    Denver, CO
  • 01/2021 → 09/2023
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 01/2021 → 09/2023
    Cuna Mutual Group
    Waverly, IA
  • 09/2023 → 11/2025
    Alliancebernstein
    Denver, CO
Previous Registrations
  • 2023-09-25 → 2025-09-17
    Alliancebernstein L.P.
    Denver, CO
  • 2008-08-07 → 2011-05-23
    Transamerica Investment Management, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-12
S63 Uniform Securities Agent State Law Examination 2016-01-15
  • S65 Uniform Investment Adviser Law Examination
    2023-09-12
  • S63 Uniform Securities Agent State Law Examination
    2016-01-15
Other Names
  • Kevin Warner Jones
  • Kevin Jones

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
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

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