Jonathan Ezra Bell
Investment adviser representative at New Edge Wealth
10 yearsExperience
2 statesRegistered in
$19.9BFirm assets
6 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 assetsFixed or flat feeCommissionsPerformance-based
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.
- New Edge WealthJun 2026 to now
- Newedge Securities IncMay 2025 to now
- Newedge WealthOct 2024 to now
- UnemployedSep 2024 to Oct 2024
- IndemandMay 2022 to Aug 2024
- UnemployedApr 2022 to May 2022
- Black Tap Craft Burgers & BeerJul 2021 to Mar 2022
- UnemployedMay 2021 to Jun 2021
- Shim DistributionsJun 2020 to Apr 2021
- Elon UniversityAug 2019 to May 2020
- Reach TvJun 2019 to Aug 2019
- Elon UniversitySep 2018 to May 2019
- Leap FoundationJun 2018 to Aug 2018
- Elon UniversitySep 2017 to May 2018
- Bareburger Group LLCJun 2017 to Aug 2017
- Elon UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
New Edge Wealth
Legal name: Newedge Wealth, LLC
$19.9BAssets managed
3,692Clients
151Advisers
6 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
- 7992657
- Firm CRD
- 307771