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 in Atlanta, Georgia. Currently a registered investment advisor with Clearbridge Wealth Management, Inc, they have accumulated 11 years of experience as a financial advisor. Byers holds Series 63, Series 63, Series 65 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Byers is registered to work with clients based out of Florida, Texas and Georgia. During their career, Byers has held roles at Lpl Financial, LLC and Clearbridge Wealth Management, Inc. Clearbridge Wealth Management, Inc is headquartered in Atlanta, Georgia. As a company, Clearbridge Wealth Management, Inc manages $187 million in assets dispersed across 198 accounts and retains four staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 67% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Clearbridge Wealth Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 63, Series 65, Series 65, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

7000 Central Parkway Suite 1760
Atlanta, GA 30328

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Clearbridge Wealth Management, Inc Brokerage Details

Total Assets Under Management

$187,106,000

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

3

GA Average: 58
Total Number of Accounts

187

GA Average: 1,608
Average Account Size

$1,000,567

GA Average: $2,220,225

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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 11 years of experience.

2007 - Present (12 years)

Lpl Financial, LLC

2007 - Present (12 years)

Clearbridge Wealth Management, Inc

Disclosures

James Byers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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