Henry NewtonCRD Number: 3084913
Current Firm: Edward Jones
Henry Newton (CRD# 3084913) is an Investment Advisor Representative working at Edward Jones in Durham, NC and has over 23 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Edward Jones||St. Louis, MO||Dec 2020 - Current||1|
|Wells Fargo Clearing Services, LLC||Graham, NC||Jan 2018 - Dec 2020||2|
|Edward D. Jones & Company, LP||Greensboro, NC||Jun 1998 - Jan 2018||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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