Jess Newman
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.
Our financial advisors are held to high industry standards and codes of conduct-with oversight by various regulatory bodies. But responsibility means nothing without the right expertise. That's why many of our advisors go beyond required securities licenses and acquire additional designations to continuously improve their knowledge and skills.
TX
4
Businesses, Individual Investors
Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management
Life, Long Term Care, Annuity
Bonds, Stocks, Structured Products, Alternative Investments, Exchange Traded Funds (ETFs), Annuities
Yes
Video Conference, Phone, Email
Fee-Based
$250K+
Based on Assets
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
BMO Bank N.A. ("BMO") provides referrals to financial professionals of BMO Investment Services who are registered representatives of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay BMO for these referrals. This creates an incentive for BMO to make these referrals, resulting in a conflict of interest. BMO is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
