Jeffrey Newman is a registered investment advisor, based in Atlantic Beach, FL, with 11 years of industry experience.
Location
Atlantic Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including owning a bakery, participating in a parent-teacher organization, and overseeing a tutoring website. He also serves on the Atlantic Beach City Council and Pension Board, and works as a director and contractor for multiple financial firms, including insurance sales, taking up nearly all of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Deutsche Bank Securities INC.Broker
Assent LLCBroker
State Registrations15 states
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