Justin Schoepf is a control person of Newedge Advisors and directly owns under 5% of it.
Newedge Advisors is an investment adviser based in New Orleans, LA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $43.2 billion, as filed on 1 October 2026. Its fees, ownership and offices are on the firm’s profile.
Justin Schoepf is Vice President of Operations of NewEdge Advisors. He manages the Advisor Technology team, which helps affiliated advisor teams use and optimize advisor technology, and serves as Product Manager for the NewEdge Advisors Orion database. He joined NewEdge Advisors in 2021 from Orion Advisor Technology.
- CRD
- 5813460
- Firm
- Newedge Advisors · CRD 171351
- Role
- Vice President of Operations
- In role since
- December 2025 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New Orleans, LA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newedgeadvisors.com
Where does Justin Schoepf work?
Justin Schoepf has been Vice President of Operations of Newedge Advisors, LLC since December 2025, and is a control person of the firm.
How can I verify Justin Schoepf’s record?
Justin Schoepf’s role is listed on Newedge Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171351.
Alexander GossChief Executive Officer/Founder- Kyle SmithVice President
- Joseph BancoChief Financial Officer and Treasurer
William BrandChief Compliance Officer
Jeffrey CutlerChief Experience Officer
Jennifer DeLoachDeputy Compliance Officer- Erin Sarver-CorbettChief Operations Officer, Managing Director
- David SchnierGeneral Counsel and Secretary
David SymeckoManaging Director, Business Development
Neil TurnerPartner/Founder/Co-CEO