Deupree James Wealth Management
Boutique, personal, unfiltered planning for your future. • • Market commentary or content is for informational purposes only. Please contact your financial advisor for advice about your specific situation. Past performance is not indicative of future results and investing involves risk and possible loss of principal capital. Advisory services offered through NewEdge Advisors LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Deupree James Wealth Management, LLC and its representatives are properly licensed or exempt from licensure and no advice may be rendered by NewEdge Advisors, LLC dba Deupree James Wealth Management, LLC unless a client service agreement is in place. Third party content does not reflect the views of NewEdge Advisors, LLC and has not been reviewed by either entity for accuracy or completeness.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SF
Susan Fontaine
Operations Coordinator · Operations
EmailPhone - SD
Scott Deupree
Partner · General Business & Management
EmailPhone - AJ
Avery Jeffcoat Green
Servicing Advisor · Customer/Client Service
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Deupree James Wealth Management
5 distinct titles indexed · top 5 shown.
- 1financial advisor
- 1operations coordinator
- 1partner
- 1registered administrative assistant
- 1servicing advisor
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