William Newbold, financial advisor Clayton MO
93 score

William Newbold

CRD Number: 1969058
Current Firm: J.p. Morgan Securities LLC

William Newbold (CRD# 1969058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clayton, MO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Clayton, MO Oct 2010 - Current 6
J.p. Morgan Securities LLC Clayton, MO Oct 2008 - Current 8
Bear, Stearns & Company Inc. Clayton, MO Apr 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for William O. Newbold
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • LA
  • MO
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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