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Jeremy Wells Wilson

NEWROAD CAPITAL PARTNERS, LLC·BENTONVILLE, Arkansas
Unclaimed Profile
215 NW A ST, BENTONVILLE, AR 72712CRD# 6555450Firm CRD# 281487
01

About

Jeremy Wells Wilson is a registered financial advisor based in BENTONVILLE, Arkansas, affiliated with NEWROAD CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEWROAD CAPITAL PARTNERS, LLC
NEWROAD CAPITAL PARTNERS, LLC
AUM
$609M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at NEWROAD CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6555450
Firm CRD# 281487
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Wells Wilson offer?
Jeremy Wells Wilson specializes in Retirement Planning. Contact their office in BENTONVILLE, Arkansas for a consultation.
What are Jeremy Wells Wilson's credentials?
Jeremy Wells Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Wells Wilson located?
Jeremy Wells Wilson is based in BENTONVILLE, Arkansas, working with NEWROAD CAPITAL PARTNERS, LLC. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.
How does Jeremy Wells Wilson charge for services?
Jeremy Wells Wilson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWROAD CAPITAL PARTNERS, LLC?
NEWROAD CAPITAL PARTNERS, LLC has approximately 16 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arkansas
LITTLE ROCK (157)ROGERS (43)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)LOWELL (10)
City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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