Unclaimed Profile

James L Alexander

EDGE FINANCIAL ADVISORS, LLC·WHEATON, Illinois

SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record9 years registeredEDGE FINANCIAL ADVISORS, LLC

111 WEST WESLEY STREET, WHEATON, IL 60187CRD# 5718392Firm CRD# 136426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James L Alexander · WHEATON, IL

Registration

CRD #5718392 · EDGE FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Apr 2026 – present

CERITY PARTNERS LLC

Mar 2026 – present

EDGE FINANCIAL ADVISORS, LLC

Oct 2019 – Mar 2026

WHEATON, IL

TD AMERITRADE, INC.

Feb 2018 – Oct 2019

SCHAUMBURG, IL

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Feb 2018 – Oct 2019

Schaumburg, IL

SCOTTRADE INVESTMENT MANAGEMENT

Jan 2017 – Feb 2018

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · January 30, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGE FINANCIAL ADVISORS, LLC

CRD 136426 · SEC 801-64547

AUM

$362M

Regulatory assets under management

Employees

1,035 client accounts

Services offered by EDGE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDGE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James L Alexander offer?

James L Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.

What are James L Alexander's credentials?

James L Alexander holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James L Alexander located?

James L Alexander is based in WHEATON, Illinois, working with EDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does James L Alexander charge for services?

James L Alexander's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sub-advisory service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGE FINANCIAL ADVISORS, LLC?

EDGE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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