Justin Paul Montreuil
Investment adviser representative at Newedge Advisors
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Newedge Advisors, LLCSep 2026 to now
- Black Swift Group, LLCJul 2023 to Sep 2026
- Newedge Advisors, LLC.May 2023 to Jun 2023
- Ahrens Investment Partners, LLCNov 2018 to Jun 2023
- Waitr DriverOct 2017 to Jan 2018
- UberFeb 2016 to Oct 2018
- Baton Rouge Orthopaedic ClinicOct 2014 to Jul 2018
- Law Enforcement Online/fbiAug 2012 to Dec 2016
- Louisiana State UniversityAug 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7045288
- Firm CRD
- 171351