Benjamin
James
Newedge Advisors
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About this Advisor
Benjamin James is a financial advisor working out of Shreveport, Louisiana, with 5 years of relevant experience. James works at Newedge Advisors. Throughout their career, James has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Triad Advisors and Newedge Advisors, LLC. James holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California, Louisiana and Texas. Newedge Advisors is a financial advisory company that has its headquarters in New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 employees. It oversees $13 billion in assets across its 48,067 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 114 charities and foundations. Of its 48,067 customer accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. Newedge Advisors performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by Newedge Advisors most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Benjamin James Work History
Benjamin has been registered as a financial advisor for 5 years.*
Triad Advisors
Newedge Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Benjamin James 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 Newedge Advisors
New Orleans, LA
New Orleans, LA
Monroe, LA
Virginia Beach, VA
New Orleans, LA
San Diego, CA
New Orleans, LA
New Orleans, LA
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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