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Jack Lawrence Newman

NEWMAN & SCHIMEL, LLC·DEERFIELD, Illinois
Unclaimed Profile
740 WAUKEGAN ROAD, DEERFIELD, IL 60015CRD# 2514297Firm CRD# 142255
01

About

Jack Lawrence Newman is a registered financial advisor based in DEERFIELD, Illinois, affiliated with NEWMAN & SCHIMEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NEWMAN & SCHIMEL, LLC
NEWMAN SCHIMEL
AUM
$320M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEWMAN & SCHIMEL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2514297
Firm CRD# 142255
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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