Valparaiso, IN 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
57 Franklin Street, Suite 207
Valparaiso IN 46383
Advisors at this office
3
Advisors at this office
Jonathan S
CFP®, Series 66
Valparaiso, IN
Newedge Advisors
Jonathan Spoolstra is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors since 2026. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Outside of his advisory role, he serves as Treasurer on the board of Providence Christian Academy, a classical Christian school. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client needs.
Matthew M
CFP®, Series 66
Valparaiso, IN
Newedge Advisors
Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.
Jason C
Series 66
Valparaiso, IN
Newedge Advisors
Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.
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