James
Hedges

Harvest Capital Assets, LLC

CRD#5335632
Investment Advisor
in East Amherst, NY

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About this Advisor

James Hedges is a financial advisor based in East Amherst, New York, working with Harvest Capital Assets, LLC. James has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, Harvest Capital Assets, LLC, and Harvest Capital Assets. James has passed the Series 66 regulatory exam and is registered to provide services in New York and South Carolina. Currently, James is part of Harvest Capital Assets, LLC, which operates out of East Amherst, New York. The firm has 1 office and 3 employees. The firm manages assets totaling $58.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Harvest Capital Assets, LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

5 Offshore Dr #208
East Amherst, NY 14051

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Harvest Capital Assets, LLC Brokerage Details

Total Assets Under Management

$58,000,000

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

294

NY Average: 3,892
Average Account Size

$197,279

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

James Hedges Work History

2019 - Present (5 years)

Harvest Capital Assets, LLC

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2018 - 2019 (1 year)

Harvest Capital Assets

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2012 - 2017 (5 years)

Wells Fargo Advisors

Disclosures

Please visit the SEC profile of James Hedges 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 Harvest Capital Assets, LLC

David Caldwell
East Amherst, NY
James Hedges
East Amherst, NY
Alexander Skabry
East Amherst, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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