JR
Justin T. Reese
NEW EDGE WEALTH | Senior Vice President–Wealth Management
Manhattan Beach, CA 90266
Some features on this profile are disabled
CRD#: 5100310
JR
Professional summary
Justin Thomas Reese, CFP®, who also goes by Justin Thomas Thomas Reese, is a registered financial advisor currently at NEW EDGE WEALTH located in Manhattan Beach, California and NEWEDGE SECURITIES, LLC located in Manhattan Beach, California.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Justin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
What is your minimum asset requirement?
1M
How do you get paid?
Commission Only
Are you a "fiduciary"?
Yes
Aliases
Justin Thomas Thomas Reese
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.
1)LogScaWin20 LLC*No Invest*Isla Vista, CA*Property Owner*1hr per mnth/.25 during work hrs*9/20/20 2)NewEdge Wealth, LLC, an IAR.�Financial Advisor for investment related business for ultra-high net worth individuals. 120 hours a month during trading hours.� Home office 2200 Atlantic Street, Stamford CT, 06902.Start Date: 09/16/2022 3)Fixed insurance and annuity sales*Yes Invest*Fixed annuity rep for existing policy*1 hr per mnth/1 trade*11/16/23 4)KIS Training Studios*No Invest*1/1/25* Redondo Beach CA*My wife and I are taking over ownership of an existing boutique training studio.*Passive Owner*Provide financial backing for costs of the ongoing business*1 Hr per mnth/1 Non trade 5) European Design Collective*No Invest*10/18/24*Redondo Beach CA*My wife is starting a kitchen cabinet design company. I am funding the business with its starting capital.*Silent partner*supply seed capital*1 Hr /0 Trade 6) John Hancock* Yes Invest*11/16/23*CA*Fixed annuity*AGent*Fixed annuity rep for John Hancock*1 Hr trade/1 hr non trade 7)LionsStreet Private Client Group*Yes Invest*11/15/22*Website*Insurance*Agent*I will recommend insurance products to clients, with the help and guidance from LionStreet*5 Hr trade/1 non trade 8)LogScaWin22RB LLC*Yes Invest*8/1/22*Redondo Beach, CA*This is a single purpose LLC that holds a commercial property in Redondo Beach. I own and manage the property*Managing Member*Own and manage property*1 Hr trade/.25 non trade
CRS (Client Relationship Summary) - RIA
Click below to view Justin Thomas Reese's 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®
CFP®
Start date: 2009
Experience
Current
September 16, 2022 - Present
NEW EDGE WEALTH
Office #1: 3071 Highland Ave, Suite 302, Manhattan Beach, CA 90266RIA
CRD#: 307771
Manhattan Beach, CA
Current
September 16, 2022 - Present
NEWEDGE SECURITIES, LLC
Office #1: 3701 Highland Ave. Suite 302, Manhattan Beach, CA 90266BD
CRD#: 10674
Manhattan Beach, CA
Past
November 26, 2012 - September 27, 2022
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SANTA BARBARA, CA
Past
November 16, 2012 - September 27, 2022
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SANTA BARBARA, CA
Past
October 23, 2009 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SANTA MONICA, CA
Past
October 23, 2009 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SANTA MONICA, CA
Past
April 17, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
SANTA MONICA, CA
Past
April 16, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
SANTA MONICA, CA
Past
May 1, 2006 - April 23, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LOS ANGELES, CA
Past
April 12, 2006 - April 23, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LOS ANGELES, CA
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".
NE
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)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/16/2022)
IAR
California(9/16/2022)
RR
Florida(1/3/2025)
RR
Idaho(1/8/2025)
RR
Massachusetts(10/30/2023)
RR
Minnesota(9/27/2022)
RR
New Mexico(9/16/2022)
RR
New York(9/16/2022)
RR
Oregon(9/16/2022)
RR
South Carolina(9/16/2022)
RR
Texas(9/16/2022)
IAR
Texas(9/16/2022)
RR
Washington(9/16/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
NE
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/22/2023 | ||
| 01/27/2023 | ||
| 07/28/2022 |
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.
Company Information
NEW EDGE WEALTH
Senior Vice President–Wealth ManagementCRD#: 307771Manhattan Beach, CA 90266TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
