Jeremy J. Newton,  CFP<sup>&reg;</sup> - Financial Advisor

Jeremy J. Newton, CFP®

LPL Financial

2900 Villiage Pkwy, ste 350
Lewisville, TX 75077-3332
FINANCIAL ADVISOR'S WEBSITE
(214) 613-1541

General

Jeremy Newton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Lewisville, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources