William NewmanCRD Number: 5388354
Current Firm: Edward Jones
William Newman (CRD# 5388354) is an Investment Advisor Representative working at Edward Jones in Stroudsburg, PA and has over 8 years of experience in the finance industry.
Brighton Financial Planning
Invest Financial Corporation
Baehr Family Financial, LLC
|Edward Jones||St Louis, MO||Feb 2008 - Current||8|
|Waddell & Reed, Inc.||Harrisburg, PA||Jan 2008 - Feb 2008||< 1|
|Campus Beer Distributors||Bloomsburg, PA||Jan 2004 - Feb 2008||4|
|Morgan Stanley & Company, Incorporated||Stroudsburg, PA||Jul 2007 - Nov 2007||< 1|
|Morgan Stanley||Stroudsburg, PA||Jul 2007 - Nov 2007||< 1|
|Campus Beer Distributing||Bloomsburg, PA||Jan 2004 - Jul 2007||3|
|Bloomsburg University||Bloomsburg, PA||Aug 2002 - May 2007||4|
|Student||Bloomsburg, PA||Jan 1997 - May 2007||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- 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
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