Jody Keith Davis
Investment adviser representative at Newedge Advisors
19 yearsExperience
3 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
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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
19 years in the industry.
- Newedge AdvisorsJun 2020 to now
- Newedge Advisors, LLC (formerly: Gwm Advisors, LLC)Jun 2020 to now
- Capital Wealth Management Group, LLCNov 2016 to now
- LPL Financial, LLCApr 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, 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
- 5022117
- Firm CRD
- 171351