Jason Stuart Newnham

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2006 → 06/2017
  Columbia Threadneedle
  Seattle, WA
• 06/2017 → 10/2019
  Eaton Vance
  Seattle, WA
• 10/2019 → 11/2020
  Unemployed
  Bellevue, WA
• 11/2020 → Present
  Raymond James Financial Services, Inc
  Lake Oswego, OR
• 11/2020 → Present
  Raymond James Financial Services Advisors, Inc
  Lake Oswego, OR
• 11/2020 → 10/2021
  Mainspring Wealth Advisors
  Bellevue, WA
• 10/2021 → 04/2023
  Sterling Alliance Wealth Partners
  Lake Oswego, OR

Previous Registrations

• 2017-07-26 → 2019-10-22
  Eaton Vance Management
  Boston, MA
• 2010-08-11 → 2017-06-23
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 2005-05-10 → 2010-05-20
  Bofa Advisors, Llc
  Boston, MA
  Seattle, WA

Other Businesses

(1)Name of Business: Perspectives Wealth LLC Address: 5335 Meadows Rd Ste 245, Lake Oswego, OR, 97035-3113, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 10/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner. This is dba for company

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-06
• S63 Uniform Securities Agent State Law Examination
  2004-01-27

Other Names

• Jason Stuart Newnham
• Jason Newnham