NewEdge Capital Group, a wealth management firm supporting advisers and their clients through NewEdge Advisors and NewEdge Wealth, has announced that James Jesse has joined the firm as CEO.
Jesse joins at a pivotal moment for NewEdge, five years after the launch of the firm. Today, NewEdge is a comprehensive wealth management firm that services more than $80 billion in assets as of Oct. 31, 2025. NewEdge will leverage Jesse’s significant experience building wealth management platforms, especially for ultra-high-net-worth clients, as it continues to scale and execute its next phase of growth.
Adding Jesse to the leadership team represents a strategic milestone for the firm at this key juncture. His unique combination of institutional expertise and entrepreneurial drive aligns with NewEdge’s vision.
