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Joanne Shizue Spears

Newport Capital Group, LLC

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About Joanne Shizue Spears

Joanne Spears is a registered representative with Newport Capital Group, LLC, a Registered Investment Advisor. Joanne has been in the industry since 2015. Joanne holds a Series 66 license and also holds Series 7, SIE, and Series 6TO licenses. Joanne provides financial planning, portfolio management, and selection of other advisors. Joanne has specializations in Private Wealth Management, Financial Planning, Retirement Planning, Investment Management, College Savings, and Estate Planning.

Firm Information

Joanne Spears is currently registered with Newport Capital Group, LLC. Newport Capital Group, LLC is an investment advisor headquartered in RED BANK, NJ. They manage approximately $326,798,857 in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Newport Capital Group, LLC

12 BROAD STREET, 5TH FLOOR

RED BANK, NJ 07701

$326.80M

Assets Under Management

99

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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Joanne Spears’s Registration & Firm History

NJ

09/08/2023 - Present

Newport Capital Group, LLC (RED BANK NJ)

NJ

07/01/2015 - 09/06/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)

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Licenses & Designations

BOTH

Issued 07/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanne Shizue Spears.
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