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Jeffrey Cutler

Chief Experience Officer at Newedge Advisors

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Jeffrey Cutler is Chief Experience Officer of Newedge Advisors, LLC, a New Orleans investment adviser managing $43.2B. Jeffrey Cutler has a current broker registration and no current investment-adviser registration and has passed the Series 7, Series 63 and SIE.

Role at Newedge Advisors

Title on Schedule A
Chief Experience Officer
Control
Jeffrey Cutler is a control person of Newedge Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Cutler has held the filed role since January 2023.

The firm

Newedge Advisors, LLC
New Orleans, LA

Form ADV filed 1 October 2026

$43.2B AUM49,898 clients515 advisers234 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 63 · 2013
  3. Passed Series 7 · 2007

Registrations and exams

Broker registration; no current adviser registration. Jeffrey Cutler has passed 3 qualifying exams.

Examinations

Series 6328 December 2013
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 727 April 2007
Name
General Securities Representative Examination

Individual record

Full name
Jeffrey Stone Cutler
CRD
4972266
Firm
Newedge Advisors, LLC
Registration status
Broker registration; no current adviser registration
Firm bio
newedgeadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

NewEdge describes Jeff Cutler’s strategy role and his oversight of Advisor Solutions, including advisor advocacy, technology, and marketing. NewEdge Advisors official team biography

Education

Common questions

Where does Jeffrey Cutler work?

Jeffrey Cutler has been Chief Experience Officer of Newedge Advisors, LLC since January 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

Does Jeffrey Cutler have a current investment-adviser registration?

Jeffrey Cutler has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Jeffrey Cutler passed?

Jeffrey Cutler has passed 3 licensing exams: the Series 7, Series 63 and SIE. The earliest, the Series 7, was passed in April 2007.

Source: IAPD individual record, checked 18 October 2026

Leadership at Newedge Advisors

  • Alexander Goss
    Chief Executive Officer/Founder
  • Justin Schoepf
    Vice President of Operations
  • Kyle Smith
    Vice President
  • Joseph Banco
    Chief Financial Officer and Treasurer
  • William Brand
    Chief Compliance Officer
  • Jennifer DeLoach
    Deputy Compliance Officer
  • Erin Sarver-Corbett
    Chief Operations Officer, Managing Director
  • David Schnier
    General Counsel and Secretary
  • David Symecko
    Managing Director, Business Development
  • Neil Turner
    Partner/Founder/Co-CEO

Sources

  1. IAPD individual record, CRD 4972266. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Newedge Advisors, LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Newedge Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Cutler or Newedge Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.