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Jason Todd Newman

Fisher Investments

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About Jason Todd Newman

Jason Newman is a registered investment advisor representative with Fisher Investments, located in PLANO, TX. Jason has over 10 years of experience in the financial services industry. He has a Series 63, Series 65 and Series 7 license and has been registered with the state of Washington since 2014 and with the state of Texas since 2023. Prior to joining Fisher Investments, Jason worked for Morgan Stanley and Wells Fargo Advisors, LLC. Jason is a specialist in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Jason Newman is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Newman’s Registration & Firm History

TX

07/01/2014 - Present

Fisher Investments (PLANO TX)

UT

08/17/2012 - 06/24/2014

MORGAN STANLEY (SOUTH JORDAN UT)

UT

12/07/2011 - 07/19/2012

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

04/11/2011 - 11/16/2011

OPTIONSHOUSE, LLC (DRAPER UT)

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Licenses & Designations

IA

Issued 09/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Todd Newman.
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