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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Newell has been a registered investment advisor since 1996. He holds the Series 7 and 63 licenses and has served the financial needs of individual and institutional clients in Colorado. His firm, LPL Financial LLC, has been in business since 2025. Jeffrey Newell currently focuses his work on providing financial planning, portfolio management, and consulting services to clients of LPL Financial LLC. Jeffrey has worked with corporations, charitable organizations, and individuals, including high-net-worth individuals, in the past.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/16/2025 - Present
LPL Financial LLC (LITTLETON CO)
CO
11/09/2007 - 10/13/2022
RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)
CO
11/10/2000 - 11/21/2007
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
10/07/1998 - 11/15/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
01/30/1996 - 10/29/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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