NewEdge Advisors
Caleb R. currently serves as a Senior Trader at NewEdge Advisors, a position held since January 2023. Prior to this role, Caleb R. was the Head of Trading - EW at Mercer Advisors from April 2021 to January 2023. Earlier experience includes serving as a Senior Trader at Epstein & White Retirement Income Solutions, LLC, and as an Associate Portfolio Manager at Mercer Advisors, where a merger with Jackson Financial Management occurred. Caleb R. also worked as an Associate Portfolio Manager and Investment Associate at Jackson Financial Management, focusing on managing sub-portfolios, cash flow monitoring, and trading. Additional experience includes roles at DeGreen Capital Management, LLC, and The Retirement Group LLC, along with early work in operations at Apple. Educational qualifications include a Bachelor's degree in Economics: Quantitative Analysis from San Diego State University and the completion of Level I of the CFA Program.
This person is not in any teams
This person is not in any offices
NewEdge Advisors
1 followers
NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, Inc., Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, Inc. and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/