Jupiter, FL Us Highway 1 Office

Team
Updated today

Client AUM

$39,707,639,014

Clients

48,809

Advisors

2

Of 604 advisors across 249 offices

Location

1001 Us Highway 1, Suite 101

Jupiter FL 33477

Advisors at this office

2

Advisors at this office

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Kenneth L

Series 63, Series 65

Jupiter, FL

Newedge Advisors

Kenneth Leach is a financial advisor at NewEdge Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at NewEdge Advisors since 2021. Prior to that, he spent 14 years at Mid Atlantic Financial Management and 13 years at Mid Atlantic Capital Corporation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs through a network of independent investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew M

Series 63, Series 65

Jupiter, FL

Newedge Advisors

Matthew Melendy is a financial advisor with NewEdge Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at NewEdge Advisors since 2019 and previously held roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of advisory work, he is a co-owner of a commercial/medical office property and also engages in unsolicited term life insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment programs combining in-house and third-party strategies, employs centralized due diligence, and integrates technology solutions such as algorithmic model portfolios and held-away account platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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