Jeremy James Newton

Current Employers

Employment History

• 07/2006 → Present
  Lpl Financial Llc
  Highland Village, TX

Other Businesses

1) 2006-06-20 - MSS Limited Partnership - Family Partnership - Y - at reported business location(s) - 2006-06-20 - hrs/mth - hrs/mth during trading 2) 2008-05-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Newton Wealth / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2008-05-02 - hrs/mth - hrs/mth during trading 3) 2016-07-08 - Newton Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2016-07-01 - 160hrs/mth - 8hrs/mth during trading 4) 2017-06-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Strongbridge Wealth Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2017-06-02 - 180hrs/mth - 7hrs/mth during trading 5) 2018-07-06 - Strongbridge Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2018-06-05 - 5hrs/mth - 0hrs/mth during trading 6) 2018-10-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Strongbridge - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-10-05 - 1hrs/mth - 1hrs/mth during trading 7) 2018-10-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Strongbridge Wealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-10-05 - 1hrs/mth - 1hrs/mth during trading 8) 2019-12-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Span Formula / none - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2019-11-26 - 0hrs/mth - 0hrs/mth during trading 9) 2024-03-06 - W&S Newton Management, LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2024-02-09 - 0hrs/mth - 0hrs/mth during trading 10) 2024-03-25 - W&S Newton Resources, L.P. - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2024-02-09 - 0hrs/mth - 0hrs/mth during trading 11) 2026-05-14 - M Williamson Insurance Services - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-08 - 5hrs/mth - 2hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-11-13
• S63 Uniform Securities Agent State Law Examination
  2001-12-04