Jane Newton, financial advisor Morristown NJ

Jane Newton

CRD Number: 5118372
Current Firm: Regentatlantic
Compensation Model: Fee Only

Jane Newton (CRD# 5118372) is a Managing Partner and Wealth Advisor  at Regentatlantic in Morristown, NJ, with over 10 years of experience as an advisor and over 25 years in the financial services industry. 

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Professional Designations
Company Name Location Dates Years
Cipw Service Co Toronto, Jan 2022 - Current < 1
Regent Atlantic Capital, LLC Morristown, NJ Sep 2005 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Jane P. Newton
By the Numbers
  • Total Assets Under Management
    6,205
    MILLIONS
  • Total Number of Accounts
    2,131
    ACCOUNTS
  • Average Account Value
    $2,911,867
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, WA

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Data verified by both the advisor and the public regulatory data.

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