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Burke John Rogers

Investment adviser representative at Newedge Advisors
10 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

10 years in the industry.

  1. Newedge Advisors, LLCAug 2025 to now
  2. IqeqJul 2021 to Aug 2025
  3. University of ArkansasMar 2017 to May 2024
  4. Smokey RoseJan 2015 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7255857
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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