Jesse Newman

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-03
NJ	RA	APPROVED	2026-05-11

Branch Locations

76 E Main St, Ramsey, NJ 07446 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Investorflow	New York	NY	02/2023	02/2024
Intralinks	New York	NY	04/2019	02/2023
Atsg	Briarcliff Manor	NY	07/2015	03/2019
Unemployed	Hastings On Hudson	NY	03/2024	12/2025
Equitable Advisors, Llc	New York	NY	12/2025	04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mahwah	NJ	04/2026	Present
Bank Of America, N.A.	Mahwah	NJ	06/2026	Present

02/2023 → 02/2024

Investorflow

New York, NY
04/2019 → 02/2023

Intralinks

New York, NY
07/2015 → 03/2019

Atsg

Briarcliff Manor, NY
03/2024 → 12/2025

Unemployed

Hastings On Hudson, NY
12/2025 → 04/2026

Equitable Advisors, Llc

New York, NY
04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mahwah, NJ
06/2026 → Present

Bank Of America, N.A.

Mahwah, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-24

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