This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NEW EDGE WEALTH

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Sep 3, 1985

First registration

Feb 19, 1991

Dual registered

yes, broker-dealer

Other names

JIM REESE

IAPD individual key

1374534

• Occurred

  Aug 2, 2022
  Advisor changed firm

  James Paul Reese left Newedge Advisors for New Edge Wealth (registered 2022-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38ae7df2-33f9-5284-ba5e-b13bf1a1fea1

First observed

Feb 19, 1991

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.