Unclaimed Profile

Jane Palmer Newton

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey

Series 65Clean record20 years registeredREGENTATLANTIC CAPITAL, LLC

60 COLUMBIA ROAD, MORRISTOWN, NJ 07960CRD# 5118372Firm CRD# 105995

Profile Verification

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

Identity

Jane Palmer Newton · MORRISTOWN, NJ

Registration

CRD #5118372 · REGENTATLANTIC CAPITAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REGENTATLANTIC CAPITAL, LLC

CORIENT

Dec 2022 – Dec 2024

MORRISTOWN, NJ

REGENTATLANTIC

Jun 2006 – Mar 2023

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REGENTATLANTIC CAPITAL, LLC

CRD 105995 · SEC 801-17301

AUM

$6.2B

Regulatory assets under management

Employees

2,131 client accounts

Services offered by REGENTATLANTIC CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGENTATLANTIC CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jane Palmer Newton offer?

Jane Palmer Newton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jane Palmer Newton's credentials?

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

Where is Jane Palmer Newton located?

Jane Palmer Newton is based in MORRISTOWN, New Jersey, last registered with REGENTATLANTIC CAPITAL, LLC.

How does Jane Palmer Newton charge for services?

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

How large is REGENTATLANTIC CAPITAL, LLC?

REGENTATLANTIC CAPITAL, LLC has approximately 71 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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