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Alexander Marcus

Newport Group Consulting, LLC

Lake Mary, FL

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Current Employers
Newport Group Consulting, Llc

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-14
  • FL RA
    APPROVED
    Since 2022-12-14

Branch Locations

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Orlando FL 04/2019 06/2021
J.P. Morgan Securities Llc Orlando FL 07/2021 06/2022
Country Club Of Coral Springs Coral Springs FL 05/2016 08/2017
Florida Atlantic University Boca Raton FL 05/2015 08/2019
Triad Advisors Norcross GA 08/2022 10/2022
Newport Group Securities, Inc. Lake Mary FL 11/2022 09/2023
Newport Group Inc Dresher PA 11/2022 09/2023
Newport Group Consulting, Inc Lake Mary FL 11/2022 Present
Ascensus Dresher PA 07/2023 Present
  • 04/2019 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Orlando, FL
  • 07/2021 → 06/2022
    J.P. Morgan Securities Llc
    Orlando, FL
  • 05/2016 → 08/2017
    Country Club Of Coral Springs
    Coral Springs, FL
  • 05/2015 → 08/2019
    Florida Atlantic University
    Boca Raton, FL
  • 08/2022 → 10/2022
    Triad Advisors
    Norcross, GA
  • 11/2022 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 11/2022 → 09/2023
    Newport Group Inc
    Dresher, PA
  • 11/2022 → Present
    Newport Group Consulting, Inc
    Lake Mary, FL
  • 07/2023 → Present
    Ascensus
    Dresher, PA
Other Businesses

As part of the individuals job responsibilities, the individual may also offer insurance products through the firm or its affiliates.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-14
S65 Uniform Investment Adviser Law Examination 2022-10-06
  • S63 Uniform Securities Agent State Law Examination
    2022-12-14
  • S65 Uniform Investment Adviser Law Examination
    2022-10-06
Other Names
  • Alexander Louis Marcus
  • Alexander Marcus
  • Alexander L. Marcus

View on SEC IAPD

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CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL

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