James Van Wallace

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Ahrens Investment Partners, Llc
  Lafayette, LA
• 02/2012 → Present
  Dh Reeves
  Opelousas, LA
• 05/2023 → Present
  Newedge Advisors, Llc.
  Lafayette, LA

Previous Registrations

• 2016-07-05 → 2023-05-05
  Ahrens Investment Partners, Llc
  Lafayette, LA

Other Businesses

1) Since 8/1/2014, 50% owner of Reeves, Simoneaux & Wallace, LLC,a real estate firm located at 2317 South Union St. Opelousas, LA 70570. Devote approximately 1 hour per month to this business; none of the time during security trading hours. 2) Since 2/28/2005, 100% owner of J Wallace Consulting, LLC an independent insurance consultant for D. H. Reeves, Inc., located at 201 Windvale Court, Sunset, LA 70584. Devote approximately 65 hours per month to this business; all of the time during security trading hours. 3) Since 01/01/2001, 25% owner and a Board Member of Jeanine Chachere Wallace Family Trust. Devote approximately 8 hours per month to this business; none of the time during security trading hours. 4) NewEdge Advisors, LLC DBA Coastal Capital Advisors; 412 Settlers Trace Blvd. Lafayette LA; 05/2023; Promoter; Start: 05/2023