Jason NewmanCRD 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 7 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Fisher Investments||Camas, WA||Jun 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management71,790MILLIONS
Total Number of Accounts65,848ACCOUNTS
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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