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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

JEFFREY STANTON STONE

Advisor at NEWEDGE ADVISORS

TRAVELERS REST, SC | TAYLORS, SC | Taylors, SC | NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:e131a81d-2175-e6ba-7a35-4140ec77dc17

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2007 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: NEWEDGE ADVISORS
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 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 6, 2007
First registration: Jun 7, 2007
Dual registered: yes, broker-dealer
Other names: JEFFREY S STONE|JEFFREY STANTON STONE
IAPD individual key: 5326108

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
NEWEDGE ADVISORS	Bd affiliated wealth	Aug 10, 2026	n/a	yes	Taylors, SC\|NEW ORLEANS, LA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 7, 2016	n/a	yes	TAYLORS, SC\|TRAVELERS REST, SC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Sep 15, 2014	Dec 9, 2016	no	GREENVILLE, SC	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Mar 11, 2009	Sep 29, 2014	no	RALEIGH, NC	Previous registration
WADDELL & REED	Former SEC adviser	Jun 7, 2007	Feb 24, 2009	no	COLUMBIA, SC\|GREENVILLE, SC\|AUSTIN, TX	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
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Dec 9, 2016	Dec 7, 2016	-2	Firm change	Other
FIRST CITIZENS ASSET MANAGEMENT, INC	WELLS FARGO ADVISORS	Sep 29, 2014	Sep 15, 2014	-14	Firm change	Other
WADDELL & REED	FIRST CITIZENS ASSET MANAGEMENT, INC	Feb 24, 2009	Mar 11, 2009	15	Firm change	Other

Relationships

Registered with (5)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Dec 7, 2016 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 15, 2014 to Dec 9, 2016factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Mar 11, 2009 to Sep 29, 2014factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jun 7, 2007 to Feb 24, 2009factForm ADV

Dated events

No dated event names this entity yet.