Dallas, TX Douglas Avenue Office
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Newedge Advisors
Enterprise
Firm-wide stats for Newedge Advisors
About
NewEdge Advisors is an enterprise‑scale registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including comprehensive wrap and non‑wrap portfolio management, financial planning and consulting, retirement plan and pension consulting, referrals to third‑party managers, and access to sponsored advisory programs.
The firm operates multiple program structures—including advisor‑managed accounts, model‑based strategies, manager‑of‑managers platforms, and sponsored custodial programs—allowing solutions that combine in‑house manager selection with third‑party model portfolios and direct advisor discretion. NewEdge emphasizes centralized due diligence and ongoing monitoring of third‑party managers and model strategies, and uses technology tools such as held‑away account platforms and algorithmic model portfolios to support advisor and client needs.
Distinctive aspects of NewEdge include its recent, disclosed use of artificial intelligence in certain business operations and a firm‑level policy limiting advisory program fee charges to be no higher than the firm specifies (below some sponsor maxima), both noted as material changes in the most recent brochure. The firm has also moved away from its prior Limited Purpose Investment Agreement structure for new accounts, retains a standardized account maintenance charge that is kept by the firm (which advisors may elect to cover for clients), and operates alongside affiliated broker‑dealer, insurance and trust entities—arrangements the brochure discloses and that can affect custody, sweep and product‑selection practices.
Based on Newedge Advisors
Location
8235 Douglas Avenue, Suite 1150
Dallas TX 75225
Advisors at this office
4
Advisors at this office
Shawn S
Series 63, Series 66
Dallas, TX
Newedge Advisors
Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.
Erik L
Series 66
Dallas, TX
Newedge Advisors
Erik Linstrom is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining NewEdge in 2024, he spent 14 years with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. He is also the founder of Fortis Wealth Advisors, through which he provides advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager oversight.
Kristopher C
Series 66
Dallas, TX
Newedge Advisors
Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.
Ben R
Series 63, Series 65
Dallas, TX
Newedge Advisors
Ben Roth is a financial advisor at NewEdge Advisors with 43 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. Mr. Roth is also the founder and wealth advisor of Fortis Wealth Advisors, LLC, through which he manages client financial assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
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