Jeffrey George Newman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 12/2019
  Deutsche Bank Securities, Inc.
  Jacksonville, FL
• 01/2017 → 12/2019
  Db Usa Core Corporation
  Jacksonville, FL
• 07/2019 → 08/2025
  New York Life Insurance Company
  Jacksonville, FL
• 07/2019 → 11/2021
  Nylife Securities Llc
  Jacksonville, FL
• 07/2020 → 11/2021
  Eagle Strategies Llc
  Jacksonville, FL
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  West Palm Beach, FL
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  West Palm Beach, FL

Previous Registrations

• 2021-11-16 → 2025-08-11
  M Holdings Securities, Inc.
  Portland, OR
  Atlantic Beach, FL
  West Palm Beach, FL
  Atlantic Beach, FL
  Morristown, NJ
• 2020-07-14 → 2021-11-12
  Eagle Strategies Llc
  Jacksonville, FL

Other Businesses

(1)Name of Business: Greenberg & Rapp LLC Address: 470 Columbia Drive, Suite 100E, West Palm Beach, FL, 33409, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Insurance sales (2)Name of Business: Jones Lowry LLC Address: 470 Columbia Drive Suite 100E, West Palm Beach, FL, 33409, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Life Insurance Sales (3)Name of Business: Jones Lowry LLC Address: 470 Columbia Dr, Suite 100E, West Palm Beach, FL, 33409, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/10/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Insurance sales (4)Name of Business: Maxwell Ledger LLC Address: 377 7th St, Atlantic Beach, FL, 32233, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passthrough for commissions (5)Name of Business: Northeast Florida Estate Planning Council Address: 377 7th St, Atlantic Beach, FL, 32233, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Monthly board meetings to discuss growing membership and content speakers for meetings. (6)Name of Business: Phylax Legacy Advisors (this is a DBA for Jones Lowry, LLC) Address: 470 Columbia Dr. Suite 100-E, West Palm Beach, FL, 33409, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Life insurance advisor, sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-29
• S63 Uniform Securities Agent State Law Examination
  2020-05-03

Other Names

• Jeff Newman
• Jeff George Newman
• Jeffrey George Newman
• Jeffrey Newman