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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Daniel Newsome is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the industry since 1983 and has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. James is registered with the state of Georgia as an investment advisor representative (IAR) and also has a securities license. James holds a variety of securities licenses, including Series 3, 7, 9, 10, 63, and SIE. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
01/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
01/01/2008 - 07/09/2020
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
11/17/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARIETTA GA)
GA
09/23/1983 - 12/12/1989
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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