Stephen T Newman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2024 → 11/2024
  New York Life Insurance Company
  Saddle Brook, NJ
• 11/2014 → 07/2018
  Ss&C Inc
  Windsor, CT
• 01/2021 → 06/2022
  Passion 4 People
  Mountain Lakes, NJ
• 08/2018 → 02/2025
  Newman Business Advisors Llc
  Granby, CT
• 02/2025 → Present
  Edward Jones
  St. Louis, MO
• 06/2019 → 01/2020
  Nathan Accounting Group
  Avon, CT
• 09/2024 → 11/2024
  Nylife Securities Llc
  Saddle Brook, NJ

Other Businesses

Butternut Basin Type of business: Ski Area Great Barringotn, MA Start date: 12/10/2015 Ski Instructor Hours per week: 12 Hours during trading: 0 Desc: Teach individuals to ski and have fun outside in the winter

Exams

• S66 Uniform Combined State Law Examination
  2025-04-14

Other Names

• Stephen Newman
• Stephen Thomas Newman