James Wai-Jing Leong

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

• 07/2016 → Present
  Lpl Financial, Llc
  Florham Park, NJ
• 08/2016 → 03/2025
  Private Portfolio Partners
  Florham Park, NJ
• 03/2025 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2016-08-17 → 2025-04-08
  Private Portfolio Partners, Llc
  Florham Park, NJ
  Paramus, NJ

Other Businesses

1) 03/19/2025 - NewEdge Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 7 Hrs During Trading.I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 04/02/2025 - Link Financial, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/17/2025 - 160 Hrs/Mth - 7 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-09

Other Names

• Wai Jing Leong