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JW

John D. Wibbelsman

NEWPORT CAPITAL GROUP
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 3042773
JW

Professional summary

John D Wibbelsman is a registered financial advisor currently at NEWPORT CAPITAL GROUP, LLC located in Red Bank, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view John D Wibbelsman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 29, 2008 - Present

NEWPORT CAPITAL GROUP, LLC

Office #1: 12 Broad Street 5th Floor, Red Bank, NJ, 07701
RIA
CRD#: 144442
Red Bank, NJ
Past

October 23, 2009 - November 29, 2010

NRP FINANCIAL, INC.

BD
CRD#: 103717
RED BANK, NJ
Past

August 4, 2008 - October 29, 2009

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
RED BANK, NJ

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".
NC
NEWPORT CAPITAL GROUP, LLC
NEWPORT CAPITAL GROUP, LLC

CRD#: 144442 / SEC#: 801-68323

RIA
Registered Investment Advisory firm - (9/18/2007 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(8/29/2008)

Exams

General Industry/Product Exam
RR
Series 7
Date: 8/1/2008
General Securities Representative Examination

Current Firm

NC
NEWPORT CAPITAL GROUP, LLC
NEWPORT CAPITAL GROUP, LLC

CRD#: 144442 / SEC#: 801-68323

RIA
Registered Investment Advisory firm - (9/18/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
12 Broad Street 5th Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(732) 741-8400
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts414
AUM (Assets Under Management)$ 1,280,731,315

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 CAPITAL GROUP, LLC

CRD#: 144442Red Bank, NJ 07701

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