James Daniel Newsome

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Marietta, GA
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Marietta, GA
• 07/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2008-01-01 → 2020-07-09
  Wells Fargo Clearing Services, Llc
  Marietta, GA
• 2003-03-17 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Marietta, GA
  St. Louis, MO

Other Businesses

732 KENNESAW AVE LLC, INVESTMENT RELATED, KENNESAW, GA, 50% OWNERSHIP, START 2/1/2007, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, HOLDS PRACTICE RENTAL PROPERTY. 510 WHITEWATER RIDGE LLC, INVESTMENT RELATED, ATLANTA, GA, 100% OWNERSHIP WITH SPOUSE, START 2/1/2017, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, HOLDS PERSONAL PROPERTY. NEWSOME WEALTH MANAGEMENT LLC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 7/13/2020, 160 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, MARIETTA, GA, 50% OWNERSHIP, START 8/1/2007, 1 HOUR PER MONTH, ZERO DUIRNG TRADING, BUILDING FOR PRACTICE. WHITEWATER RIDGE POA, NOT INVT RELATED, SAPPHIRE, NC, BOARD MEMBER, START DATE 6/4/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS OF THE PROPERTY OWNERS ASSOCIATION, VOTE ON ANNUAL BUDGET AND HELP WITH GENERAL HOMEOWNER'S CONCERNS. WHITEWATER RIDGE HOA; NOT INV RELATED; SAPPHIRE, NC; BOARD MEMBER; START DATE: 09/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-13

Other Names

• J. Daniel Newsome
• Dan Newsome
• James Daniel Newsome
• James D Newsome