Joanne Shizue Spears

Employer firm

Newport Capital Group, LLC CRD 144442

$1.28B regulatory AUM 104 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 07/2015 → Present
  Bank Of America, N.A.
  Manasquan, NJ

Previous Registrations

• 2015-07-28 → 2023-09-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
  Red Bank, NJ

Other Businesses

I*126197 For profit or not for profit: Non-Profit Organization Name of outside business organization: EDsnaps Investment related: N Address of business: 808 Columbus Ave, PH 5G, New York, New York 10025 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2019 Number of hours devoted: 10 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Serve on Board of Advisors to assist CEO with strategic planning, represent EDsnaps to stakeholders, ad hoc committee work.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-24

Designations

• Certified Financial Planner

Other Names

• Joanne Machida
• Joanne Shizue Machida Spears