Advisor at Newedge Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newedge Advisors
Location
Beverly Hills, CA 90212
Credentials
Series 63, Series 66
Industry experience
23 years
Jordan Friedman is a financial advisor with NewEdge Advisors in Beverly Hills, CA, holding Series 63 and Series 66 designations and 23 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining NewEdge Advisors in 2023. Outside of his advisory role, he serves as a managing director involved with fixed insurance and fixed annuities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.
Based on Newedge Advisors
Flat fees up to $200,000 for financial planning services; business consulting fees negotiable (hourly, project, contingent)
$25,000 - $1,000,000: 2.25% of assets $1,000,001 - $2,000,000: 2.00% of assets Over $2,000,000+: 1.75% of assets $25,000 - $500,000: 2.25% of assets $500,001 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets First $50,000 - $50,000: 2.50% of assets Next $200,000 - $250,000: 2.25% of assets Next $250,000 - $500,000: 2.00% of assets Next $500,000 - $1,000,000: 1.75% of assets Over $1,000,000+: 1.50% of assets $10,000 - $999,999: 1.75% of assets $1,000,000 - $1,999,999: 1.50% of assets $2,000,000 and over+: 1.25% of assets $100,000 - $1,000,000: 2.75% of assets $1,000,001 - $2,000,000: 2.50% of assets Over $2,000,000+: 2.25% of assets $100,000 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets $1,000,000 - $25,000,000: 1.00% of assets $25,000,001 - $50,000,000: 0.40% of assets Over $50,000,000+: 0.25% of assets $1 - $50,000: 2.00% of assets $50,001 - $250,000: 1.75% of assets $250,001 - $500,000: 1.50% of assets $500,001 - $1,000,000: 1.25% of assets $1,000,000 and over+: 1.00% of assets
Commissions earned through sales of mutual funds and insurance products by affiliated broker-dealer and registered representatives
$0 to $500 per hour for consulting and planning services
Subscription-based ongoing financial planning fees invoiced monthly, quarterly, or semi-annually
Account minimum: $10,000 Fee-only: Flat fee up to $200,000 for financial planning; hourly fees $0-$500 per hour; subscription-based ongoing fees
9465 Wilshire Blvd., Suite 300
Beverly Hills, CA 90212
California · Florida · Ohio · Pennsylvania · Texas
NewEdge Advisors
2023 - Present (3 years)
NewEdge Securities Ince
2023 - Present (3 years)
Raymond James & Associates
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")