Joshua Keith Barnett
Investment adviser representative at Newedge Advisors
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
11 years in the industry.
- Newedge AdvisorsOct 2020 to now
- LPL Financial LLCOct 2020 to now
- Newedge Advisors, LLC (gwm Advisors, LLC)Oct 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2020
- Wells Fargo Advisors, LLCDec 2015 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6597237
- Firm CRD
- 171351