JN
JN

James Newsome

42 Years of Experience
Atlanta, GA
Broker

James Newsome is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

180 Interstate North Parkway Se, [Satellite], Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James has ownership stakes in multiple real estate properties and is the sole owner of Newsome Wealth Management LLC, dedicating full-time hours to the latter. He also serves on the gift trust committee for Marietta First Presbyterian Church and is a board member of Whitewater Ridge POA.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2020 - Present · 6 yrs
Wells Fargo Advisors
July 2020 - Present · 6 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2020 · 12 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2008 - July 2020 · 12 yrs 6 mos
A. G. Edwards & Sons, INC.
March 2003 - January 2008 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
November 1989 - January 2008 · 18 yrs 2 mos
The Robinson-Humphrey Company INC.Broker
September 1983 - December 1989 · 6 yrs 3 mos
State Registrations20 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.