Jane Newton, financial advisor Miami FL

Jane Newton

CRD Number: 5118372
Current Firm: Corient
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. 

Similar Advisors
Mario Yngerto, financial advisor Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Miami FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Professional Designations
Company Name Location Dates Years
Corient Services LLC Miami, FL Jul 2023 - Current < 1
Corient Morristown, NJ Dec 2022 - Current 1
Cipw Service Company, LLC Toronto, Jan 2022 - Jul 2023 1
Regentatlantic Morristown, NJ Sep 2005 - Mar 2023 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Jane P. Newton
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    94,617
    MILLIONS
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Jane Newton and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.