Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Lawrence Newman is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Jack has been in the financial industry since 1994 and has a wide range of experience in providing investment advice and financial planning services to individuals, families, and businesses. He is a graduate of the University of Illinois at Urbana-Champaign and holds a Series 7, Series 63, and Series 65 licenses. Previously, Jack was a financial advisor at Mesirow Financial, Inc., where he provided investment advice and financial planning services to high-net-worth individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
06/04/1999 - 02/28/2007
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
NY
08/11/1994 - 06/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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