Jess Newman

I run a financial advisory practice through BMO Investment Services. I serve clients in two key aspects. The first is investment management where I operate as a clients "personal portfolio manager." I collaborate with each client to create a tailored investment portfolio aligned on the client's goals, needs and values. The second is financial planning where I take on the role of a "personal CFO." I ensure my clients have a well-organized financial picture. The four principals that underpin my practice are conviction, fee and tax consciousness, customization, and clear communication.

Prior to joining the BMO Investment Services team, I earned a Bachelors of Science at the University of Texas at Austin and a Master in Business Administration (MBA) at Southern Methodist University. I hold the Chartered Financial Analyst^® (CFA) designation, the CERTFIED FINANCIAL PLANNER^® designation and the Chartered Alternative Investment Analyst (CAIA) designation. I hold my series 7 and 66 licenses, held through LPL Financial along with life and health insurance licenses.

My wife, Christina, and I reside in Dallas, Texas where I was born and raised. We welcomed our daughter, Hollis Newman, into the world in February of 2023. In my spare time, I enjoy golf, boating and college football. I am a long time member of Park Cities Presbyterian Church. As an avid Seinfeld fan, I never tire of the catchphrase greeting "Hello, Newman." Gratitude shapes everything that I do. I thoroughly enjoy my job and am grateful for all clients that allow me to spend my days on a practice that I love.