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Jon Christopher Lam

NEWBURY CAPITAL MANAGEMENT, LLC·SOUTH PASADENA, California
Clean recordNEWBURY CAPITAL MANAGEMENT, LLC
812 FREMONT AVE., SOUTH PASADENA, CA 91030CRD# 1860840Firm CRD# 148516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon Christopher Lam · SOUTH PASADENA, CA
Registration
CRD #1860840 · NEWBURY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon Christopher Lam is a registered financial advisor based in SOUTH PASADENA, California, affiliated with NEWBURY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NEWBURY CAPITAL MANAGEMENT, LLC
NEWBURY CAPITAL MANAGEMENT, LLC
AUM
$143M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NEWBURY CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1860840
Firm CRD# 148516
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Christopher Lam offer?
Jon Christopher Lam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH PASADENA, California for a consultation.
What are Jon Christopher Lam's credentials?
Jon Christopher Lam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Christopher Lam located?
Jon Christopher Lam is based in SOUTH PASADENA, California, working with NEWBURY CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.
How does Jon Christopher Lam charge for services?
Jon Christopher Lam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBURY CAPITAL MANAGEMENT, LLC?
NEWBURY CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWBURY CAPITAL MANAGEMENT, LLC

Stuart Michael Sneddon
SOUTH PASADENA, CA
Edward Barnett
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Anton Pereiaslavtsev
SOUTH PASADENA, CA

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Research
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