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Jeffrey Fitzgerald Newsome

Velocity Clearing, LLC

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About Jeffrey Fitzgerald Newsome

Jeffrey Fitzgerald Newsome is a licensed securities professional with over 25 years of experience in the financial services industry. He is currently registered with Velocity Clearing, LLC, and holds a Series 63, Series 57TO, SIE, Series 19, Series 55, Series 7, and Series 11. Jeffrey's previous experience includes roles at DriveWealth Institutional LLC, Montecito Advisors, Inc., Sloan Securities Corp., and Leeb Brokerage Services, Inc. Jeffrey is licensed in 13 states, including California, Colorado, Connecticut, Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, Rhode Island, Texas, Utah, and Washington.

Firm Information

Jeffrey Newsome is currently registered with Velocity Clearing, LLC. Velocity Clearing, LLC is a Limited Liability Company formed in June 2010 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC and has been involved in 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

87

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.

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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Jeffrey Newsome’s Registration & Firm History

NY

04/13/2023 - Present

Velocity Clearing, LLC (New York NY)

NY

01/04/2017 - 04/05/2023

DRIVEWEALTH INSTITUTIONAL LLC (NEW YORK NY)

NY

04/17/2012 - 12/31/2016

MONTECITO ADVISORS, INC. (NEW YORK NY)

NY

04/25/2007 - 04/17/2012

SLOAN SECURITIES CORP. (NEW YORK NY)

NY

08/11/2006 - 04/25/2007

LEEB BROKERAGE SERVICES, INC. (NEW YORK NY)

NY

10/17/2005 - 07/21/2006

LEEB BROKERAGE SERVICES, INC. (NEW YORK NY)

NY

07/01/1997 - 09/26/2005

CITATION FINANCIAL GROUP, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2017

Series 19 - NYSE Floor Clerk - Equities Examination

BC

Issued 03/28/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/02/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/23/1997

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Fitzgerald Newsome.
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