Jacen James Marzocco
Investment adviser representative at Newedge Advisors
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Newedge Advisors, LLCSep 2025 to now
- LPL EnterpriseJan 2025 to Jul 2025
- Cafe AmiciJun 2023 to Jul 2025
- Indian Trail ClubMay 2022 to Dec 2022
- Willow & WhiskApr 2021 to Sep 2021
- Ramapo College of New JerseyAug 2020 to May 2024
- Indian Trail ClubJun 2019 to Sep 2019
- Ramapo HighschoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8029432
- Firm CRD
- 171351