Unclaimed Profile

Jennifer Christine Newell

ALAN D BILLER & ASSOCIATES, INC.·MENLO PARK, California

Series 6, Series 63Clean record17 years registeredALAN D BILLER & ASSOCIATES, INC.

535 MIDDLEFIELD RD., MENLO PARK, CA 94025CRD# 1555213Firm CRD# 105283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Christine Newell · MENLO PARK, CA

Registration

CRD #1555213 · ALAN D BILLER & ASSOCIATES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALAN D BILLER & ASSOCIATES, INC.

ALAN BILLER AND ASSOCIATES

May 2009 – Dec 2023

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALAN D BILLER & ASSOCIATES, INC.

CRD 105283 · SEC 801-48432

AUM

$82.6B

Regulatory assets under management

Employees

53 client accounts

Services offered by ALAN D BILLER & ASSOCIATES, INC.

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at ALAN D BILLER & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Christine Newell offer?

Jennifer Christine Newell is a registered financial advisor in MENLO PARK, California.

What are Jennifer Christine Newell's credentials?

Jennifer Christine Newell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Christine Newell located?

Jennifer Christine Newell is based in MENLO PARK, California, last registered with ALAN D BILLER & ASSOCIATES, INC..

How does Jennifer Christine Newell charge for services?

Jennifer Christine Newell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALAN D BILLER & ASSOCIATES, INC.?

ALAN D BILLER & ASSOCIATES, INC. has approximately 45 employees and manages $82.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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