Justin Newman

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2013 → 03/2017
  Bbva Securities Inc
  Gilbert, AZ
• 12/2011 → 03/2017
  Bbva Compass Insurance Agent, Inc
  Austin, TX
• 02/2016 → 03/2017
  Bbva Wealth Solutions Inc
  Gilbert, AZ
• 05/2017 → 08/2022
  Bank Of America, N.A.
  Chandler, AZ
• 08/2022 → Present
  J.P. Morgan Securities Llc
  Tempe, AZ
• 08/2022 → 07/2025
  Jpmorgan Chase Bank N. A.
  Tempe, AZ
• 03/2017 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Previous Registrations

• 2017-04-04 → 2022-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2016-02-22 → 2017-03-07
  Pnc Managed Account Solutions, Inc.
  Tempe, AZ
  Gilbert, AZ
• 2009-05-08 → 2011-09-09
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-28
• S66 Uniform Combined State Law Examination
  2009-04-29
• S63 Uniform Securities Agent State Law Examination
  2007-10-04

Other Names

• Justin Wray Newman