Ryan Mcclure Newton

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 11/2011 → 09/2020
  Proequities, Inc
  Fernandino Beach, FL
• 09/2014 → Present
  Front Porch Financial Planning, Inc
  Fernandina Beach, FL
• 09/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-12-12 → 2020-10-19
  Concourse Financial Group Securities, Inc.
  Jacksonville, FL
  Fernandina Beach, FL
• 2010-09-16 → 2012-12-31
  Newton Logistics And Asset Management, Llc
  Jacksonville, FL
• 2008-01-14 → 2010-11-22
  F & S Asset Management Group, Inc.
  Jacksonville, FL
• 2006-01-24 → 2007-12-31
  Cincinnati Analysts, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1) Newton Showers Wealth Management, LLC; DBA - 168 Wealth Strategists; Investment Related; 5548 1st Coast Highway, Fernandina Beach, FL 32034; Financial Planning, Lead Financial Advisor, Wealth Management, Managing Partners; provide financial planning services for clients and manage day to day operations of the business; Start 6/1/2023; 160 hr./mo. during trading. (2) Ryan Newton - Insurance Agent; Life Insurance, LTC Insurance, and Annuity sales; 5548 1st Coast Hwy, Suite 203, Fernandina Beach, FL 32034; Not investment related; Independent Insurance Agent; Start Date:  12/1/2003; 4 hours/month during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-02-27

Designations

• Certified Financial Planner