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RIA / WealthAdvisor32 years in industry

WILLIAM JONES DEBUTTS

Advisor at NEW EDGE WEALTH

STAMFORD, CT | Atlanta, GA

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Search this name across graphsid dfx:ria:380133a8-1564-350e-1a34-58d55459e4fe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEW EDGE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 2, 1994
First registration: Jan 22, 2003
Dual registered: no
IAPD individual key: 2473998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEW EDGE WEALTH	Bd affiliated wealth	Jan 30, 2025	n/a	yes	Atlanta, GA\|STAMFORD, CT	Current employment
EDGE CAPITAL GROUP, LLC	Former SEC adviser	Oct 30, 2018	Mar 13, 2025	no	ATLANTA, GA	Previous registration
EDGE ADVISORS, LLC	Former SEC adviser	Jul 7, 2015	Aug 16, 2018	no	ATLANTA, GA	Previous registration
GLENMORE ADVISORS, LLC	Former SEC adviser	Mar 24, 2010	Oct 31, 2014	no	ATLANTA, GA	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	Aug 1, 2007	Mar 9, 2010	no	ATLANTA, GA	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Jan 22, 2003	Jul 9, 2007	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDGE CAPITAL GROUP, LLC	NEW EDGE WEALTH	Mar 13, 2025	Jan 30, 2025	-42	Firm change after gap	RIA to ibd
EDGE ADVISORS, LLC	EDGE CAPITAL GROUP, LLC	Aug 16, 2018	Oct 30, 2018	75	Firm change	RIA to RIA
GLENMORE ADVISORS, LLC	EDGE ADVISORS, LLC	Oct 31, 2014	Jul 7, 2015	249	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	GLENMORE ADVISORS, LLC	Mar 9, 2010	Mar 24, 2010	15	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	Jul 9, 2007	Aug 1, 2007	23	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
297596:307771:GA:2025-03-13	Mar 13, 2025	Jan 30, 2025	ATLANTA, GA	Firm change after gap
142261:297596:GA:2018-08-16	Aug 16, 2018	Oct 30, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ NEW EDGE WEALTHRegistered adviserregistration: current employment
Jan 30, 2025 to presentfactForm ADV
→ EDGE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 30, 2018 to Mar 13, 2025factForm ADV
→ EDGE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 7, 2015 to Aug 16, 2018factForm ADV
→ GLENMORE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 24, 2010 to Oct 31, 2014factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 1, 2007 to Mar 9, 2010factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Jan 22, 2003 to Jul 9, 2007factForm ADV

Dated events

Occurred
Mar 13, 2025
Advisor changed firm
William Jones Debutts left Edge Capital Group, Llc for New Edge Wealth (registered 2025-01-30)
Form ADVobserved 6 days ago