Pamela McWhorter: Newbridge Advisor Fired by Edward Jones

Suffolk, Virginia financial advisor Pamela McWhorter (CRD# 1137851) was recently fired by Edward Jones in connection with allegations that she violated firm policies and procedures. Financial Industry Regulatory Authority records show that she is now registered as a broker with Newbridge Securities Corporation and an investment advisor with Newbridge Financial Services Group.

Ms. McWhorter’s BrokerCheck report discloses her firing from Edward Jones. Filed in March 2024, it states that the firm terminated her in connection with allegations that she violated firm policies relating to margin accounts. The disclosure provides no additional information regarding the alleged violations.

Newbridge Securities Corporation’s website includes a page describing the firm’s background, mission, and philosophy. “Our team comprises seasoned financial advisors who are committed to forging personalized investment strategies that cater to the specific needs of each client,” it states. “By leveraging a comprehensive suite of investment products and services, we ensure that our clients are well-positioned to meet their financial objectives and secure their financial future.”

According to the Financial Industry Regulatory Authority, Pamela McWhorter holds 40 years of securities industry experience. Based in Suffolk, Virginia, she has been registered as a broker with Newbridge Securities Corporation and an investment advisor with Newbridge Financial Services Group since May 2024. Her past registrations include Edward Jones (Suffolk, Virginia; 2018-2024), Wells Fargo Clearing Services (Virginia Beach, Virginia; 2003-2018), Prudential Securities (Virginia Beach, Virginia and New York, New York; 1994-2003), AG Edwards & Sons (St. Louis, Missouri; 1985-1994), Scott & Stringfellow (1984-1985), Brokers Securities (1983-1984), and Anderson & Strudwick (1983). Her credentials include the passage of five securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. She is licensed in New Jersey, South Carolina, and Virginia. (Information current as of June 9, 2024.)

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