Jesse D. Christensen
Professional summary
Jesse David Christensen, who also goes by Jesse D Christensen, is a registered financial advisor currently at NEW EDGE WEALTH located in New York, New York.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jesse has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse David Christensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2025 - Present
NEW EDGE WEALTH
Office #1: 140 Broadway 46th Floor, New York, NY 10005February 12, 2024 - September 2, 2025
NEWEDGE ADVISORS
April 14, 2022 - February 16, 2024
CHESAPEAKE ASSET MANAGEMENT LLC
September 1, 2017 - April 27, 2022
CHERRY LANE CAPITAL LLC
October 17, 2011 - August 23, 2017
MORGAN STANLEY
August 31, 2011 - August 23, 2017
MORGAN STANLEY
July 23, 2010 - July 21, 2011
NATIONAL FINANCIAL SERVICES LLC
Primary Firm SEC Registration
NEW EDGE WEALTH
CRD#: 307771 / SEC#: 801-118291
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2025)
Exams
Current Firm
NEW EDGE WEALTH
CRD#: 307771 / SEC#: 801-118291
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,680 |
| AUM (Assets Under Management) | $ 12,064,984,416 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 12/22/2023 | ||
| 01/27/2023 | ||
| 07/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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