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RIA / WealthAdvisor41 years in industry

James Todd Newton

Advisor at PORTFOLIO MEDICS, LLC

Decatur, AL | BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:5798c791-862d-87ec-598d-b54178fb76b1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTFOLIO MEDICS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 10, 1984
First registration: Feb 13, 2003
Dual registered: no
Other names: TODD NEWTON|J. TODD NEWTON|James T. Newton
IAPD individual key: 1196025

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTFOLIO MEDICS, LLC	Independent wealth	Aug 30, 2023	n/a	yes	BONITA SPRINGS, FL\|Decatur, AL	Current employment
PLAN PARTNERS LLC	State registered	May 20, 2021	Dec 6, 2022	no	Decatur, AL\|Decatur, AL\|NEWBURY, OH	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Dec 12, 2014	Nov 1, 2018	no	SOUTH WINDSOR, CT	Previous registration
SB ADVISORY, LLC	Independent wealth	Jan 14, 2014	Dec 1, 2014	no	ATLANTA, GA	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Feb 28, 2012	Dec 31, 2012	no	BOCA RATON, FL	Previous registration
TCA FINANCIAL GROUP, LLC	n/a	Apr 27, 2011	Jan 4, 2012	no	CHARLOTTE, NC	Previous registration
ANDERSON & STRUDWICK, INCORPORATED	Former SEC adviser	Jan 6, 2010	Feb 14, 2011	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 3, 2007	Aug 14, 2008	no	BIRMINGHAM, AL	Previous registration
STERNE, AGEE & LEACH, INC.	n/a	Oct 8, 2003	Jan 3, 2007	no	ST SIMONS ISLAND, GA\|BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Feb 13, 2003	Jun 24, 2003	no	SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLAN PARTNERS LLC	PORTFOLIO MEDICS, LLC	Dec 6, 2022	Aug 30, 2023	267	Firm change	Other
FREEDOM INVESTMENT MANAGEMENT, INC.	PLAN PARTNERS LLC	Nov 1, 2018	May 20, 2021	931	Firm change after gap	RIA to state RIA
SB ADVISORY, LLC	FREEDOM INVESTMENT MANAGEMENT, INC.	Dec 1, 2014	Dec 12, 2014	11	Firm change	Other
NFSG CORPORATION	SB ADVISORY, LLC	Dec 31, 2012	Jan 14, 2014	379	Firm change	Other
TCA FINANCIAL GROUP, LLC	NFSG CORPORATION	Jan 4, 2012	Feb 28, 2012	55	Firm change	Other
ANDERSON & STRUDWICK, INCORPORATED	TCA FINANCIAL GROUP, LLC	Feb 14, 2011	Apr 27, 2011	72	Firm change	Other
STERNE AGEE ASSET MANAGEMENT, INC.	ANDERSON & STRUDWICK, INCORPORATED	Aug 14, 2008	Jan 6, 2010	510	Firm change after gap	Other
STERNE, AGEE & LEACH, INC.	STERNE AGEE ASSET MANAGEMENT, INC.	Jan 3, 2007	Jan 3, 2007	0	Firm change	Other
MORGAN KEEGAN & COMPANY, LLC	STERNE, AGEE & LEACH, INC.	Jun 24, 2003	Oct 8, 2003	106	Firm change	Other

Relationships

Registered with (10)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Aug 30, 2023 to presentfactForm ADV
→ PLAN PARTNERS LLCRegistered adviserregistration: previous registration
May 20, 2021 to Dec 6, 2022factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 12, 2014 to Nov 1, 2018factForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: previous registration
Jan 14, 2014 to Dec 1, 2014factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Feb 28, 2012 to Dec 31, 2012factForm ADV
→ TCA FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Apr 27, 2011 to Jan 4, 2012factForm ADV
→ ANDERSON & STRUDWICK, INCORPORATEDRegistered adviserregistration: previous registration
Jan 6, 2010 to Feb 14, 2011factForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 3, 2007 to Aug 14, 2008factForm ADV
→ STERNE, AGEE & LEACH, INC.Registered adviserregistration: previous registration
Oct 8, 2003 to Jan 3, 2007factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Feb 13, 2003 to Jun 24, 2003factForm ADV

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
James Todd Newton left Plan Partners Llc for Portfolio Medics, Llc (registered 2023-08-30)
Form ADVobserved 6 days ago