Jonathan Newman

Current Employers

Employment History

• 11/2015 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Shady Shores, TX
  Westlake, TX
• 2015-12-16 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
• 2014-08-18 → 2015-11-13
  Trinity Portfolio Advisors, Llc
  Southlake, TX

Other Businesses

OBA-9788|OrgNmn:Dwell Denton County Property Management,|Org Addr:Denton,Texas,US|OBA Nature:Buying rental houses, money ma|Invst Rel:Y|Title:Director|Duties:Board meetings (semiannual for 30 minutes)Reviewing monthly financial statements from manager|StrtDt:09-20-13|TotHrs/mon:1|TrdHrs/mon:0|OBA-13519|OrgNmn:RRR Homes, LLC|Org Addr:Denton,Texas,US|OBA Nature:Buying rental houses, money ma|Invst Rel:Y|Title:President|Duties:Board meetings (semiannual for 30 minutes), reviewing monthly financial statements from manager|StrtDt:09-27-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-106185|OrgNmn:Terra Di Lago HOA|Org Addr:Shady Shor,Texas,US|OBA Nature:Home Owners Association|Invst Rel:N|Title:Member at Large|Duties:Attend member meetings, vote as tiebreaker (Member at Large) in matters of HOA governance, budget and special expenses|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-17
• S63 Uniform Securities Agent State Law Examination
  2013-06-04

Other Names

• Jonathan Newman
• Jonathan Travis Newman