Paul Jerald Newland

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

• 01/2005 → Present
  Lpl Financial, Llc
  Kansas City, MO

Previous Registrations

• 1999-02-11 → 2005-01-05
  Edward Jones
  Smithville, MO

Other Businesses

1. 6/29/2006 - OTHER-MUSICIAN - I USE TO PLAY MUSIC AS A PROFESSIONAL YEARS AGO, SO I DO GET CALLS OCCASIONALLY TO PLAY. I MIGHT PLAY ONE NIGHT PER MONTH. IT IS A HOBBY THAT I ENJOY AND I WILL MAKE A LITTLE MONEY ALONG THE WAY. - TIME SPENT 1% - KANSAS CITY, MO. 2. 7/9/2008 - JPE WEALTH MANAGEMENT - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2025-11-19
• S63 Uniform Securities Agent State Law Examination
  1993-09-16

Other Names

• Paul Gerald Newland