Unclaimed Profile

James Todd Newton

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·FT. LAUDERDALE, Florida

SIE, Series 3, Series 5, Series 7, Series 8, Series 15, Series 24, Series 63, Series 65Clean record23 years registeredNEWBRIDGE FINANCIAL SERVICES GROUP, INC.

1451 W. CYPRESS CREEK ROAD, FT. LAUDERDALE, FL 33309CRD# 1196025Firm CRD# 130814

Profile Verification

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

Identity

James Todd Newton · FT. LAUDERDALE, FL

Registration

CRD #1196025 · NEWBRIDGE FINANCIAL SERVICES GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

PORTFOLIO MEDICS, LLC

Aug 2023 – present

PLAN PARTNERS LLC

May 2021 – Dec 2022

NEWBURY, OH

EQIS CAPITAL MANAGEMENT

Dec 2014 – Nov 2018

SAN RAFAEL, CA

IFS ADVISORY, LLC

Jan 2014 – Dec 2014

ATLANTA, GA

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Feb 2012 – Dec 2012

FT. LAUDERDALE, FL

IJL FINANCIAL ADVISORS, LLC

Apr 2011 – Jan 2012

CHARLOTTE, NC

ANDERSON & STRUDWICK, INCORPORATED

Jan 2010 – Feb 2011

RICHMOND, VA

STERNE AGEE INVESTMENT ADVISORS, INC.

Jan 2007 – Aug 2008

BIRMINGHAM, AL

STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT

Oct 2003 – Jan 2007

ST SIMONS ISLAND, GA

MORGAN KEEGAN & COMPANY, INC.

Feb 2003 – Jun 2003

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 15

Series 24

Series 63

Series 65

Registration record

First registered · February 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

CRD 130814 · SEC 801-68448

AUM

$566M

Regulatory assets under management

Employees

183

2,506 client accounts

Services offered by NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEWBRIDGE FINANCIAL SERVICES GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does James Todd Newton offer?

James Todd Newton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. LAUDERDALE, Florida for a consultation.

What are James Todd Newton's credentials?

James Todd Newton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Todd Newton located?

James Todd Newton is based in FT. LAUDERDALE, Florida, working with NEWBRIDGE FINANCIAL SERVICES GROUP, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.

How does James Todd Newton charge for services?

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

How large is NEWBRIDGE FINANCIAL SERVICES GROUP, INC.?

NEWBRIDGE FINANCIAL SERVICES GROUP, INC. has approximately 183 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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