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James Norman Wert

Newedge Advisors

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About James Norman Wert

James Norman Wert is a registered representative of Newedge Advisors. James has been in the industry since 1984 and is currently licensed in Pennsylvania for Investment Advisor. Prior to joining Newedge Advisors, James was a registered representative for Newedge Securities, Inc. for over 35 years. James is also a licensed agent for John Hancock Insurance and has a DBA for Newedge Securities, Inc. He has experience in a variety of areas including financial planning, pension consulting, portfolio management for individuals and businesses. James is committed to providing his clients with the highest level of service and expertise.

Firm Information

James Wert 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 Wert’s Registration & Firm History

PA

11/01/2021 - Present

Newedge Advisors (Pittsburg PA)

PA

01/22/1988 - 04/08/2024

NEWEDGE SECURITIES, INC. (PITTSBURGH PA)

NA

07/16/1986 - 03/06/1987

FOCUS SECURITIES, INC.

NA

05/25/1984 - 07/23/1986

CARDELL & ASSOCIATES, INCORPORATED

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Licenses & Designations

IA

Issued 07/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Norman Wert.
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