Jason Newman, financial advisor Camas WA
93 score

Jason Newman

CRD Number: 5905900
Current Firm: Fisher Investments

Jason Newman (CRD# 5905900) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Jun 2014 - Current 2
Morgan Stanley Smith Barney South Jordan, UT Aug 2012 - May 2014 1
Wells Fargo Advisors LLC Salt Lake City, UT Nov 2011 - Jul 2012 < 1
Globalbased Technologies American Fork, UT Mar 2011 - Nov 2011 < 1
Mazuma Capital Draper, UT Sep 2010 - Feb 2011 < 1
First Support Solutions Provo, UT Feb 2009 - Sep 2010 1
Security Metrics Orem, UT May 2010 - Aug 2010 < 1
Athletic Innovations Alpine, UT Jun 2007 - Jun 2010 3
Apx Alarm Provo, UT Jan 2009 - Feb 2009 < 1
Prosper Provo, UT Jul 2008 - Dec 2008 < 1
Infinite Mind South Jordan, UT Mar 2008 - Oct 2008 < 1
Salt Lake Community College Salt Lake City, UT Aug 2007 - Feb 2008 < 1
S&l Excavation Lindon, UT Jun 2007 - Aug 2007 < 1
The Church Of Jesus Christ Of Latter-day Saints Baton Rouge, LA May 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Jason T. Newman
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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