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James Glenn Herrell

Newedge Advisors

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About James Glenn Herrell

James Glenn Herrell is a financial advisor with Newedge Advisors. James has been in the financial services industry since 1990. James holds the Series 7, Series 24, and Series 53 licenses and is a Chartered Financial Analyst. He specializes in portfolio management for individuals and businesses, financial planning and pension consulting. James is registered to provide investment advisory services in California. James has previously worked at STROME SECURITIES, L.P. and KAYNE, ANDERSON & CO., INC..

Firm Information

James Herrell is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Herrell’s Registration & Firm History

LA

05/23/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

CA

04/03/1992 - 03/27/1998

STROME SECURITIES, L.P. (SANTA MONICA CA)

NA

08/27/1990 - 02/25/1992

KAYNE, ANDERSON & CO., INC.

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Licenses & Designations

BC

Issued 04/22/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1992

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/06/1992

Series 24 - General Securities Principal Examination

BC

Issued 05/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Glenn Herrell.
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