Timothy R Newman

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2016 → 10/2016
  Scottrade
  Somers Point, NJ
• 10/2016 → 12/2018
  Jp Morgan Securities Llc
  Manahawkin, NJ
• 10/2016 → 12/2018
  Jp Morgan Chase Bank
  Manahawkin, NJ
• 12/2018 → Present
  Wells Fargo Clearing Services Llc
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-01-29
• S63 Uniform Securities Agent State Law Examination
  2009-12-30

Designations

• Certified Financial Planner

Other Names

• Timothy R Newman
• Timothy Newman