James Todd Newton

Current Employers

Employment History

• 12/2014 → 10/2018
  Eqis Capital Management, Inc.
  San Rafael, CA
• 08/2020 → 07/2022
  Plan Partners Llc
  Beachwood, OH
• 10/2018 → Present
  Newton Institutional
  Decatur, AL
• 11/2018 → 10/2020
  Deacon Consulting Services Llc
  Charlotte, NC
• 01/2021 → 07/2022
  Plan Partners Llc
  Newbury, OH
• 07/2022 → 12/2022
  Barlas O'REilly Wealth Management, Llc
  Tarpon Springs, FL
• 08/2023 → Present
  Portfolio Medics
  Bonita Springs, FL
• 10/2018 → Present
  Paylink Ira
  Newbury, OH

Previous Registrations

• 2021-05-20 → 2022-12-06
  Plan Partners Llc
  Decatur, AL
  Decatur, AL
  Newbury, OH
• 2014-12-12 → 2018-11-01
  Freedom Investment Management, Inc.
  South Windsor, CT
• 2014-01-14 → 2014-12-01
  Sb Advisory, Llc
  Atlanta, GA
• 2012-02-28 → 2012-12-31
  Nfsg Corporation
  Boca Raton, FL
• 2011-04-27 → 2012-01-04
  Tca Financial Group, Llc
  Charlotte, NC
• 2010-01-06 → 2011-02-14
  Anderson & Strudwick, Incorporated
  Richmond, VA
  Richmond, VA
• 2007-01-03 → 2008-08-14
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2003-10-08 → 2007-01-03
  Sterne, Agee & Leach, Inc.
  St Simons Island, GA
  Birmingham, AL
  Birmingham, AL
• 2003-02-13 → 2003-06-24
  Morgan Keegan & Company, Llc
  Sarasota, FL

Other Businesses

1.Owner, Newton, Institutional. Where he transacts in insurance products to individuals. He spends approximately 20 hours a month during market and non-market hours in this endeavor. 2. Owner/Operator PayLink IRA. Provides payroll and IRA services to individuals and business. He spends approximately 10 hours a month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-06
• S63 Uniform Securities Agent State Law Examination
  1984-10-10

Other Names

• Todd Newton
• J. Todd Newton
• James T. Newton