Allahyar Nejad (CRD# 2901534) is an Investment Advisor Representative working at Newedge Advisors in Jacksonville, FL and has over 26 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Osaic Wealth, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jul 2023 - Current | 1 |
| Lpl Financial | Jacksonville, FL | Jul 2023 - Current | 1 |
| Suntrust Advisory Services LLC | Atlanta, GA | Sep 2016 - Jul 2023 | 6 |
| Suntrust Investment Services, Inc. | Atlanta, FL | Sep 2016 - Jun 2023 | 6 |
| Synovus Bank Of Jacksonville | Jacksonville, FL | Jan 2007 - Sep 2016 | 9 |
| Synovus Securities, Inc. | Jacksonville, FL | Mar 2004 - Sep 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
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