Jesse David Christensen
Investment adviser representative at New Edge Wealth
15 yearsExperience
1 stateRegistered in
$19.9BFirm assets
6 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 assetsFixed or flat feeCommissionsPerformance-based
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
15 years in the industry.
- New Edge WealthMay 2025 to now
- Newedge WealthMay 2025 to now
- Newedge Advisors, LLC.Feb 2024 to now
- Cherry Lane Capital LLCAug 2017 to now
- Chesapeake Asset Management, LLCApr 2022 to Feb 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2017
- Morgan Stanley Smith BarneyAug 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
New Edge Wealth
Legal name: Newedge Wealth, LLC
$19.9BAssets managed
3,692Clients
151Advisers
6 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
- 5540080
- Firm CRD
- 307771