Jack Irwin (CRD# 7829572) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newman Ladd Capital Advisors, LLC | Camillus, NY | Jan 2024 - Current | < 1 |
| Leigh Baldwin & Company, LLC | Camillus, NY | Dec 2023 - Current | < 1 |
| Moen & Thurston | Camillus, NY | Sep 2023 - Current | < 1 |
| First Due Services, LLC | North Syracuse, NY | Jun 2015 - Sep 2023 | 8 |
| Deloitte | Chicago, IL | Sep 2021 - Jun 2023 | 1 |
| University Of Notre Dame | Notre Dame, IN | Aug 2017 - May 2021 | 3 |
| Cns High School | Cicero, NY | Jan 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NY
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts385ACCOUNTS
-
Average Account Value$223,050
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY, TX
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