Jess Strong Newman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2016 → 09/2017
  Recipost
  Dallas, TX
• 09/2017 → 09/2018
  Greyhound Lines, Inc.
  Dallas, TX
• 09/2018 → 01/2019
  Us Trust
  Dallas, TX
• 01/2019 → 08/2019
  Ubs Financial Services
  Dallas, TX
• 11/2021 → Present
  Bmo Harris Bank
  Dallas, TX
• 11/2021 → Present
  Lpl Financial
  Dallas, TX
• 08/2019 → 11/2021
  Unemployed
  Dallas, TX

Previous Registrations

• 2019-04-15 → 2019-08-13
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

1) 11/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - Dallas, TX 75201 2) 11/2016 - Business Owner - TALLFINGERS LLC - Not Investment Related - Dallas, TX 75219

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04

Other Names

• Jess Strong Newman
• Jess Newman