James Paul Reese

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/1985 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 01/1986 → 08/2021
  Newedge Advisors
  Pittsburg, PA
• 05/1993 → 08/2022
  Strategic Wealth Management
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA
• 08/2022 → Present
  Newedge Wealth
  Stamford, PA

Previous Registrations

• 2021-11-01 → 2022-08-02
  Newedge Advisors
  New Orleans, LA
  Mcmurray, PA
• 1991-02-19 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Mcmurray, PA

Other Businesses

1)CHIEF CENTER LLC~NON INVESTMENT RELATED~455 VALLEY BROOK RD,STE 100, MCMURRAY PA~RENTAL REAL ESTATE~OWNER-GENERAL PARTNER~NOVEMBER 2002~2HRS PER MONTH~0HRS PER MONTH DURING MARKET~GENERAL PARTNER DUTIES - - - - - - - - - - - - 2)CO-TRUSTEE~INVESTMENT RELATED~455 VALLEY BROOK ROAD SUITE 100 MCMURRAY PA 15317~AUGUST 2009~2HRS PER MONTH~2HRS PER MONTH DURING MARKET~REPRESENTATIVE IS ACTING AS A CO-TRUSTEE IN A FIDUCIARY CAPACITY- - - - - - - - - - - - 3)TRUSTEE~INVESTMENT RELATED~TANLEWOOD DRIVE~ANDERSON, SC 29621~JULY 2018~1HR PER MONTH~TRUSTEE, INVESTING THE TRUST FUNDS, CONSULTING. 4)NewEdge Wealth, LLC, an IAR. Financial Advisor for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.  Home office 2200 Atlantic Street, Stamford CT, 06902.Start Date: 07/31/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-16
• S63 Uniform Securities Agent State Law Examination
  1985-09-03

Other Names

• Jim Reese