Jody Charles Detillier
Investment adviser representative at Newedge Advisors
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Newedge AdvisorsJan 2026 to now
- Newedge Securities LLCJan 2026 to now
- Lincoln InvestmentAug 2010 to Jan 2026
- Great American Advisors, Inc.Feb 2005 to Jan 2026
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2313705
- Firm CRD
- 171351