Morgan Stanley
43yrs
Top advisor by experience in Saratoga Springs
6yrs
Jon Connell
Financial advisor at Newedge Advisors
Jon Connell is a fiduciary financial advisor in Saratoga Springs, New York, with 6 years in the industry. Jon joined Newedge Advisors in 2026, after six years at Edward Jones. Jon holds the CFP® designation.
One of 260 advisors with offices in Saratoga Springs, and one of 232 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office57 Phila Street, Floor 3, Saratoga Springs, NY 12866
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowNewedge AdvisorsCurrent firm
- 2020 – 2026Edward JonesPreviously
Contact Jon
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Jon. 57 Phila Street, Floor 3Saratoga Springs, NY 12866Office · Get directions
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Newedge Advisors at (504) 459-4391 and ask for Jon Connell. Jon works from the Saratoga Springs, NY office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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