DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jesse David Christensen

New Edge WealthBD affiliatedStamford, Ct IA-onlyIAPD 5540080

Feed of 09/15/2026

Also filed as Jesse D Christensen

At current firm

1 y

since May 12, 2025

In the industry

15 y

since Feb 15, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

New Edge Wealth BD affiliated current
since May 12, 2025 · Stamford, Ct
Newedge Advisors BD affiliated
Feb 12, 2024 to Sep 2, 2025 · New York, Ny
Chesapeake Asset Management LLC independent RIA
Apr 14, 2022 to Feb 16, 2024 · New York, Ny
Cherry Lane Capital LLC unclassified
Sep 1, 2017 to Apr 27, 2022 · Hoboken, Nj
Morgan Stanley wirehouse
Oct 17, 2011 to Aug 23, 2017 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to New Edge Wealth
left Sep 2, 2025, registered May 12, 2025 (-113 days) · Affiliated broker-dealer or bank to another
Chesapeake Asset Management LLC to Newedge Advisors
left Feb 16, 2024, registered Feb 12, 2024 (-4 days) · RIA to affiliated broker-dealer or bank
Cherry Lane Capital LLC to Chesapeake Asset Management LLC
left Apr 27, 2022, registered Apr 14, 2022 (-13 days) · Other
Morgan Stanley to Cherry Lane Capital LLC
left Aug 23, 2017, registered Sep 1, 2017 (9 days) · Other · moved with a team

Signals

Jesse David Christensen left Newedge Advisors for New Edge Wealth (registered 2025-05-12)
Sep 2, 2025 · Advisor changed firm · fact
Jesse David Christensen left Chesapeake Asset Management Llc for Newedge Advisors (registered 2024-02-12)
Feb 16, 2024 · Advisor changed firm · fact
Jesse David Christensen left Cherry Lane Capital Llc for Chesapeake Asset Management Llc (registered 2022-04-14)
Apr 27, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address