James
Byers

Clearbridge Wealth Management, Inc

CRD#4497640
Investment Advisor
in Atlanta, GA

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About this Advisor

James Byers is a certified financial planner who works out of Atlanta, Georgia with a total of 10 years of industry experience. Byers currently works for Clearbridge Wealth Management, Inc. Their career trajectory has included roles at Lpl Financial, LLC and Clearbridge Wealth Management, Inc. Byers holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Georgia and Texas. Clearbridge Wealth Management, Inc is a financial advisory company based in Atlanta, GA. It oversees $275 million in assets under management among its 217 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 217 accounts, 57% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Clearbridge Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7000 Central Parkway Suite 1650
Atlanta, GA 30328

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Clearbridge Wealth Management, Inc Brokerage Details

Total Assets Under Management

$275,233,000

GA Average: $3,570,121,308
Total Number of Employees

3

GA Average: 58
Total Number of Accounts

217

GA Average: 1,608
Average Account Size

$1,268,355

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Byers Work History

James has been registered as a financial advisor for 10 years.*

2007 - Present (17 years)

Lpl Financial, LLC

2007 - Present (17 years)

Clearbridge Wealth Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Byers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clearbridge Wealth Management, Inc

James Byers
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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