Unclaimed Profile

Jack Lawrence Newman

NEWMAN & SCHIMEL, LLC·DEERFIELD, Illinois

Series 7, Series 63, Series 65Clean record27 years registeredNEWMAN & SCHIMEL, LLC

740 WAUKEGAN ROAD, DEERFIELD, IL 60015CRD# 2514297Firm CRD# 142255

Profile Verification

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

Identity

Jack Lawrence Newman · DEERFIELD, IL

Registration

CRD #2514297 · NEWMAN & SCHIMEL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Mar 2023 – Dec 2024

DEERFIELD, IL

NORTHCOAST ASSET MANAGEMENT LLC

Mar 2023 – Mar 2026

Deerfield, IL

NEWMAN SCHIMEL

Mar 2007 – Mar 2023

DEERFIELD, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Mar 2006 – Feb 2007

HIGHLAND PARK, IL

MESIROW FINANCIAL, INC.

Jun 1999 – Feb 2007

HIGHLAND PARK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 9, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWMAN & SCHIMEL, LLC

CRD 142255 · SEC 801-67605

AUM

$320M

Regulatory assets under management

Employees

894 client accounts

Services offered by NEWMAN & SCHIMEL, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWMAN & SCHIMEL, LLC →

Introduction

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Frequently Asked Questions

What services does Jack Lawrence Newman offer?

Jack Lawrence Newman specializes in Investment Management, Fee-Only Advisory. Contact their office in DEERFIELD, Illinois for a consultation.

What are Jack Lawrence Newman's credentials?

Jack Lawrence Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Lawrence Newman located?

Jack Lawrence Newman is based in DEERFIELD, Illinois, working with NEWMAN & SCHIMEL, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Jack Lawrence Newman charge for services?

Jack Lawrence Newman'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 NEWMAN & SCHIMEL, LLC?

NEWMAN & SCHIMEL, LLC has approximately 2 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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