James Christopher Floyd
Investment adviser representative at Newedge Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Newedge Advisors, LLCJan 2026 to now
- UnemployedOct 2020 to Jan 2026
- B-29 Family Holdings LLCDec 2018 to Oct 2020
- Paradigm Advisors LLCDec 2016 to Dec 2018
- Latigo Holdings LLCApr 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 5076807
- Firm CRD
- 171351