Joseph Jonathan Femia
Investment adviser representative at Newedge Advisors
14 yearsExperience
2 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
14 years in the industry.
- Newedge Advisors, LLCFeb 2026 to now
- Newedge Securities LLCFeb 2026 to now
- Ameriprise Financial Services, LLC.Jun 2022 to Feb 2026
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- MML Investors ServicesMar 2014 to Jun 2022
- Mass Mutual Life Insurance CompanyMay 2012 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5872573
- Firm CRD
- 171351