John David Newton

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

• 04/2018 → 12/2025
  Edward Jones
  St Louis, MO
• 08/2006 → 04/2018
  Schlumberger
  Fort Worth, TX
• 12/2025 → 01/2026
  Unemployed
  Grapevine, TX
• 01/2026 → Present
  Lpl Financial
  Grapevine, TX

Previous Registrations

• 2018-06-21 → 2025-12-04
  Edward Jones
  Crowley, TX
  St Louis, MO
  Crowley, TX
  Willow Park, TX
  Stephenville, TX

Other Businesses

1- 02/26/2026 - JDNewton Financials LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Grapevine, TX - Start Date 01/05/2026 - 160 hours per month/ 136 hours during trading 2- 03/16/2026 - Newton Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/13/2026 - 160 hours per month/ 136 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-06-20

Other Names

• Jd Newton