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JH

John R. Harkins

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CRD#: 1074741
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Robert Harkins JR., who also goes by John Robert Harkins Jr, John Robert Harkins, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Robert Harkins Jr | John Robert Harkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 3, 2017 - January 5, 2022

NEWPORT GROUP CONSULTING, LLC

RIA
CRD#: 140944
LAKE MARY, FL
Past

September 11, 2003 - December 21, 2017

NEWPORT GROUP SECURITIES, INC.

RIA
CRD#: 29722
Lake Mary, FL
Past

June 16, 2003 - January 5, 2022

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
Lake Mary, FL
Past

November 19, 1998 - June 9, 2003

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

November 6, 1997 - June 9, 2003

CERTIFIED ADVISORY CORP

RIA
CRD#: 120990
LONGWOOD, FL
Past

April 27, 1994 - January 4, 1999

CFG SECURITIES CORP.

BD
CRD#: 10815
LONGWOOD, FL
Past

August 24, 1987 - April 25, 1994

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

October 1, 1985 - September 23, 1987

POE SECURITIES, INC.

BD
CRD#: 16391
Past

November 5, 1982 - February 19, 1985

CFG SECURITIES CORP.

BD
CRD#: 10815

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NG
NEWPORT GROUP CONSULTING, LLC
INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA
Registered Investment Advisory firm - (6/20/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NG
NEWPORT GROUP CONSULTING, LLC
INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA
Registered Investment Advisory firm - (6/20/2006 Approved)
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Contact information


Main Address
300 Primera Blvd. Suite 200, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 333-2905
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

NGC ADV PART 2A-2B COMBINED AMEND 05-13-2024 V2 (11/11/2025)

Regulatory assets under management


Total Number of Accounts3,858
AUM (Assets Under Management)$ 4,397,492,520

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEWPORT GROUP CONSULTING, LLC

CRD#: 140944

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