Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jacobs is a financial advisor with over 20 years of experience in the industry. James currently works with Newedge Advisors, LLC, a Registered Investment Advisor (RIA), where James is a Investment Advisor, Representative. James is a Registered Representative (RR) with a Series 7, Series 6, and Series 66 license, and holds the Series 63 license. James provides financial planning and portfolio management services to individuals and businesses. James also provides investment advisory services and pension consulting. Prior to joining Newedge Advisors, James worked with LPL Financial LLC, MassMutual Life Insurance Company, and MML Investors Services, Inc. James is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
10/31/2023 - Present
Newedge Advisors (Brunswick GA)
GA
04/24/2009 - 10/31/2023
MML INVESTORS SERVICES, LLC (Brunswick GA)
GA
07/06/2007 - 04/21/2009
WACHOVIA SECURITIES, LLC (BRUNSWICK GA)
GA
02/03/2005 - 05/31/2007
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
MA
01/24/2003 - 03/15/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/08/2002 - 09/06/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/14/2001 - 07/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/09/2000 - 12/12/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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