Madeline Jacobs
Investment adviser representative at Newedge Advisors
12 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
12 years in the industry.
- Newedge Advisors, LLC.Oct 2023 to now
- LPL Financial LLCOct 2023 to now
- Massmutual Life Insurance CoMar 2023 to Oct 2023
- MML Investors Services LLCMar 2023 to Oct 2023
- Four Seasons Resort Palm BeachApr 2021 to Mar 2023
- Four Seasons Resort Orlando At Walt Disney World ResortsFeb 2020 to Apr 2021
- Four Seasons Resort MauiOct 2018 to Feb 2020
- Fairmont Kea LaniAug 2017 to Oct 2018
- Sea Island CompanyMay 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7714479
- Firm CRD
- 171351