Jason Newby, financial advisor Carmel IN
93 score

Jason Newby

CRD Number: 2975433
Current Firm: Precision Capital Management

Jason Newby (CRD# 2975433) is an Investment Advisor Representative working at Precision Capital Management in Carmel, IN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Precision Capital Management Coppell, TX Jul 2015 - Current 1
Newby Insurance Agency, LLC Westfield, IN Aug 2004 - Current 12
Horter Investment Management, LLC Cincinnati, OH Jan 2013 - Jul 2015 2
Conseco Equity Sales Carmel, IN Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Jason S. Newby
Phone Number: (866) 254-4235
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    3,598
    ACCOUNTS
  • Average Account Value
    $69,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT

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

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