Jon Pettigrew (CRD# 4026569) is an Investment Advisor Representative working at Newedge Advisors in Troy, MI and has over 24 years of experience in the finance industry. Jon Pettigrew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jun 2024 - Current | < 1 |
| Lpl Financial LLC | Grand Rapids, MI | Jun 2024 - Current | < 1 |
| Elite Wealth Management LLC | Grand Rapids, MI | May 2010 - Current | 14 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Jun 2024 | 1 |
| Cwm, Llc Dba Carson Group Partners | Omaha, NE | Apr 2018 - Jun 2024 | 6 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2018 - Jun 2024 | 6 |
| Kanai Pettigrew Financial Group | Grand Rapids, MI | Apr 2018 - Mar 2022 | 3 |
| Lpl Financial LLC | Ada, MI | Jan 2003 - Apr 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
- MI
- NE
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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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