Jordan Newsome, financial advisor Lexington KY

Jordan Newsome

CRD Number: 6626209
Current Firm: J.p. Morgan Securities LLC

Jordan Newsome (CRD# 6626209) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Aretas LLC Bean Station, TN Jan 2021 - Current < 1
J.p. Morgan Securities LLC Lexington, KY Dec 2020 - Current < 1
Jp Morgan Chase Bank, N.a. Lexington, KY Dec 2020 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington, KY Jan 2018 - Nov 2020 2
Bank Of America, N.a. Lexington, KY Jan 2018 - Nov 2020 2
Lowes Lexington, KY Nov 2017 - Jan 2018 < 1
Amazon Lexington, KY Oct 2017 - Nov 2017 < 1
Unemployed Lexington, KY Aug 2017 - Sep 2017 < 1
Northwestern Mutual Investment Services LLC Lexington, KY Mar 2016 - Jul 2017 1
Northwestern Mutual Life Insurance Company Lexington, KY Feb 2016 - Jul 2017 1
Cartvertising Louisville, KY Feb 2015 - Jan 2016 < 1
Xerox/ Conduent Business Services, LLC Lexington, KY Sep 2014 - Jan 2015 < 1
Firehouse Sub Lexington, KY Aug 2013 - Sep 2014 1
Unemployed Lexington, KY Jul 2013 - Jul 2013 < 1
Charleston Southern University Pikeville, KY Aug 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Jordan P. Newsome
Phone Number: 800-999-2000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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