Adviser and broker representative · Newedge Advisors
Jordan M. Friedman
CRD 4396734 · New Orleans, LA
At a glance
Jordan M. Friedman is an investment adviser representative with Newedge Advisors in New Orleans, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jordan’s SEC record dates to 2004, about 22 years ago. Jordan is also registered as a broker representative.
Current advisory firm
- Newedge AdvisorsSince January 2023New Orleans, LA · $43B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 5 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jordan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.