Jeffrey Allen Newkirk

Employer firm

Ias Wealth Management, Inc. CRD 112486

$589M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INVESTMENT CONSULTATION FOR INDIVIDUALS

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

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

Current Employers

Employment History

• 10/2019 → 12/2023
  Understandable Solutions
  Spring, TX
• 06/2016 → 10/2019
  Water Street Solutions
  Peoria, IL
• 12/2023 → Present
  Ias Wealth Management
  The Woodlands, TX

Other Businesses

Understandable Solutions, business consulting and executive coaching. There is no investment-related activity. This is also listed under previous employment, but the business still exists legally. Address is 1961 Clancy Ln, Spring, TX 77380 I am the founder and owner. The business started October 2019 I am currently transitioning any remaining clients to IAS Wealth Management and the intent is to terminate Understandable Solutions as a business entity. I typically meet with any remaining clients based on their availability, but ideally not during prime business hours. My role as a business consultant and executive coach is to provide assistance with leadership, professional growth, business acumen, and performance analysis (if applicable).

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-24