James
Berquist
New Edge Wealth
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About this Advisor
James Berquist is a financial advisor based in Canonsburg, Pennsylvania, working with New Edge Wealth. James has previously held positions at Newedge Advisors, LLC, Newedge Wealth, Strategic Wealth Management, and Newedge Securities Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of New Edge Wealth, which operates out of Canonsburg, Pennsylvania. The firm has 11 offices and 115 employees. The firm manages assets totaling $8.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at New Edge Wealth includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New Edge Wealth Brokerage Details
$8,610,405,100
115
9,457
$910,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Berquist Work History
Newedge Wealth
Newedge Securities Inc
Newedge Advisors, LLC
Strategic Wealth Management
Disclosures
Please visit the SEC profile of James Berquist 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 New Edge Wealth
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