James Jule Alberts
Investment adviser representative at N.E.W. Advisory Services, LLC
28 yearsExperience
1 stateRegistered in
$1.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- N.E.W. Advisory Services, LLCJun 2022 to now
- Geneos Wealth Management IncJun 2022 to now
- Alberts Cpa and Associates, LLCJan 1998 to now
- Woodbury FinancialSep 2004 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
N.E.W. Advisory Services, LLC
$1.6BAssets managed
4,862Clients
15Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2768576
- Firm CRD
- 290405