John Burton Cestia, financial advisor New Iberia LA

John Burton Cestia

CRD Number: 3260348
Current Firm: Newedge Advisors

John Burton Cestia (CRD# 3260348) is an Investment Advisor Representative working at Newedge Advisors in New Iberia, LA and has over 24 years of experience in the finance industry.

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Newedge Advisors
Company Name Location Dates Years
Triad Advisors LLC Norcross, GA Aug 2018 - Current 5
Gwm Advisors Llc Dba Southern Point Investment Partners New Iberia, LA Jul 2018 - Current 5
Edward D. Jones & Company, LP St. Louis, MO Jul 1999 - Jun 2018 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Mar 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John Burton E. Cestia
Phone Number: 504-459-4391
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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