James T. Patrick

NEW EDGE WEALTH

Atlanta, GA 30305

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CRD#: 3260524

Professional summary

James Thomas Patrick JR, who also goes by J.t. Patrick, James Thomas Patrick Jr, James Thomas Patrick, Jim Patrick, Jimmy Patrick, is a registered financial advisor currently at NEW EDGE WEALTH located in Atlanta, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J.t. Patrick | James Thomas Patrick Jr | James Thomas Patrick | Jim Patrick | Jimmy Patrick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OTHER BUSINESS: ISENHOWER CELLARS. INVESTMENT RELATED: NO. ADDRESS: 3471 PRANGER RD. WALLA WALLA, WA 99362. NATURE OF BUSINESS: WINERY. POSITION/TITLE/RELATIONSHIP: MEMBER OF AN LLC, OWNERSHIP ONLY. START DATE OF RELATIONSHIP: AUGUST 2000. HOURS/MONTH DEVOTED TO BUSINESS: 0 HOURS/MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0. DUTIES: NO RESPONSIBILITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Patrick JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 16, 2025 - Present

NEW EDGE WEALTH

Office #1: 309 East Paces Ferry Road Ne, Suite 400, Atlanta, GA 30305

RIA

CRD#: 307771

Atlanta, GA

Past

August 16, 2018 - March 13, 2025

EDGE CAPITAL GROUP, LLC

RIA

CRD#: 297596

Chapel Hill, NC

Past

March 19, 2015 - August 16, 2018

EDGE ADVISORS, LLC

RIA

CRD#: 142261

CHAPEL HILL, NC

Past

August 5, 2014 - December 31, 2017

EHCP CORPORATE FINANCE, LLC

CRD#: 144134

CHARLOTTE, NC

Past

June 13, 2012 - October 30, 2013

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

CRD#: 154377

CHAPEL HILL, NC

Past

March 11, 2003 - September 21, 2007

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

ATLANTA, GA

Past

March 11, 2003 - September 21, 2007

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

ATLANTA, GA

Past

October 8, 1999 - February 19, 2003

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEW EDGE WEALTH

NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC

CRD#: 307771 / SEC#: 801-118291

RIA

Registered Investment Advisory firm - (3/25/2020 Approved)

Maryland

Registered Investment Advisory firm - (2/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (2/25/2020 Terminated)

South Dakota

Registered Investment Advisory firm - (2/24/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2012

General Securities Representative Examination

Current Firm

NEW EDGE WEALTH

NEW EDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEW EDGE WEALTH LLC

CRD#: 307771 / SEC#: 801-118291

RIA

Registered Investment Advisory firm - (3/25/2020 Approved)

Maryland

Registered Investment Advisory firm - (2/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (2/25/2020 Terminated)

South Dakota

Registered Investment Advisory firm - (2/24/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

2200 Atlantic Street Suite 200, Stamford, CT 06902

Mailing Address

Phone number

(203) 424-2262

Established

Firm type

Fiscal year end

# of Employees

152

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (3/31/2025)

NEWEDGE WEALTH FORM ADV PART 2A FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	14,680
AUM (Assets Under Management)	$ 12,064,984,416

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/27/2025	Cover Page	Report
12/22/2023	Cover Page	Report
01/27/2023	Cover Page	Report
07/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

James T. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Patrick JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDGE CAPITAL GROUP, LLC

EDGE ADVISORS, LLC

EHCP CORPORATE FINANCE, LLC

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

NEW EDGE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2015

Series 63

Date: 5/14/2013

SIE

Date: 12/31/2017

Series 7

Date: 6/12/2012

Current Firm

NEW EDGE WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NEW EDGE WEALTH

TRUST BUT VERIFY

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