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John Alan Newsome

Newcorp Wealth Management

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About John Alan Newsome

John Alan Newsome is a financial advisor at Newcorp Wealth Management in Alpharetta, GA. John has been in the financial services industry since 1994 and has a wide range of experience in investment advisory services. John has a strong background in providing financial planning, portfolio management, and investment advisory services to both individuals and businesses. John is committed to providing his clients with personalized financial advice and strategies that meet their specific needs and goals.

Firm Information

John Newsome is currently registered with Newcorp Wealth Management. Newcorp Wealth Management is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages over $94 million in assets and has offices in the United States. They also offer 401(k) plan advisory services.

$94.74M

Assets Under Management

Not reported

Total Clients

2

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 individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan advisor

401k plan advisor

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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John Newsome’s Registration & Firm History

GA

07/09/2018 - Present

Newcorp Wealth Management (ALPHARETTA GA)

GA

06/29/2018 - 02/02/2022

PURSHE KAPLAN STERLING INVESTMENTS (Alpharetta GA)

GA

03/31/2014 - 07/06/2018

LPL FINANCIAL LLC (ATLANTA GA)

GA

01/11/2002 - 04/02/2014

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

12/16/1994 - 01/22/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 08/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Alan Newsome.
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