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Eva Newbold

25 Years of Experience
Joelton, TN
Broker

Eva Newbold is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Joelton, TN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Joelton, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eva owns Essentially Homemade, a business that makes and sells homemade beauty products. She spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.
January 2026 - Present · 8 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 8 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 8 mos
Previous Registrations
Raymond James & Associates, INC.
December 2018 - December 2025 · 7 yrs
Raymond James & Associates, INC.Broker
December 2018 - December 2025 · 7 yrs
Wells Fargo Clearing Services, LLC
March 2015 - November 2018 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
April 2012 - November 2018 · 6 yrs 7 mos
Center Street Securities, INC.Broker
October 2009 - April 2012 · 2 yrs 6 mos
Royal Alliance Associates, INC.Broker
December 2005 - October 2009 · 3 yrs 10 mos
UBS Financial Services INC.Broker
January 2005 - October 2005 · 9 mos
Wayne Hummer Investments L.L.C.Broker
February 2004 - October 2004 · 8 mos
Bancorpsouth Investment Services, INC.Broker
January 2001 - January 2004 · 3 yrs
Nathan & Lewis Securities, INC.Broker
July 2000 - January 2001 · 6 mos
Salomon Smith Barney INC.Broker
October 1999 - June 2000 · 8 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.