Andrew Noble
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- New Edge WealthFeb 2024 to now
- Newedge Securities IncFeb 2024 to now
- Newedge WealthFeb 2024 to now
- J.P. Morgan Securities LLCFeb 2022 to Feb 2024
- JPMorgan Chase Bank, N.A.Feb 2022 to Feb 2024
- Charles Schwab Bank, SSBNov 2020 to Feb 2022
- Charles Schwab & Co., Inc.Feb 2019 to Feb 2022
- Priority One Financial ServicesNov 2018 to Feb 2019
- Penske Truck LeasingDec 2016 to Nov 2018
- University of South FloridaAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
New Edge Wealth
Legal name: Newedge Wealth, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7073507
- 307771