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Mark Julian Newfield

Journey Strategic Wealth LLC

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About Mark Julian Newfield

Mark Julian Newfield is a financial advisor who has been in the industry since 2005. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Journey Strategic Wealth LLC since 2022. Previously, Mark was a registered representative with LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Mark provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Mark holds Series 66 and Series 7 securities licenses as well as the SIE exam.

Firm Information

Mark Newfield is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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.

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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Mark Newfield’s Registration & Firm History

VA

09/30/2022 - Present

Journey Strategic Wealth LLC (RICHMOND VA)

VA

09/24/2020 - 10/14/2022

LPL FINANCIAL LLC (RICHMOND VA)

VA

01/13/2006 - 09/24/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 03/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Julian Newfield.
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