RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G••••• E•••• N•••••
- Professional profile
- linkedin.com/in/jerry-newman-cfp%C2%AE-62866314reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H••••••• W•••••• L•• independent RIA currentsince Sep 7, 2017 · Encino, Ca
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 7, 2016 to Sep 18, 2017 · Palos Verdes Estates, Ca
- S••••••• I••••••••• S•••••••• I••• formerJul 24, 2009 to Dec 23, 2015 · Tampa, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 9, 2005 to Jul 2, 2009 · Tampa, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to H••••••• W•••••• L••left Sep 18, 2017, registered Sep 7, 2017 (-11 days) · Other · moved with a team
- S••••••• I••••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 23, 2015, registered Jan 7, 2016 (15 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••••• I••••••••• S•••••••• I•••left Jul 2, 2009, registered Jul 24, 2009 (22 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address