Jonathan Newport
Jonathan Newport is a registered investment advisor at Cetera Investment Advisers LLC, based in Hillsboro, OR, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6723 NE Bennett St., Ste. 220, Hillsboro, OR, 97124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is a partner, CPA, and relationship manager at Jones & Roth Financial Advisors, LLC, dedicating minimal time to this investment-related role. He is also a partner and shareholder at Jones & Roth, P.C., providing CPA and business advisory services, which takes more than full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 states
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.