J M. NEWTOWN
TURTLE CREEK WEALTH ADVISORS | Managing Director, Client Advisor
Houston, TX 77024
Some features on this profile are disabled
CRD#: 3114846
Professional summary
J MATTHEW NEWTOWN, who also goes by Matt Newtown, Matthew Newtown, Joseph Matthew Newtown, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Houston, Texas.
J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. J has worked at 12 firms and has passed the Series 63, Series 65, Series 79TO, SIE and Series 7 exams.
Biography
J. Matthew Newtown is a Managing Director at Hightower Texas and leads Team Agape. With nearly two decades of experience in the wealth management, trust and advisory business, Matt focuses on relationship management for high and ultra-high-net-worth families.
During his career, Matt has worked in live music, education and financial services. Originally, he wanted to become a basketball player, but he instead elected to become a coach and teacher at 16. After holding several coaching and teaching jobs, Matt learned that he loved working with people and always wanted to stay in a people-oriented profession. He was then offered a junior position in the financial services industry and has been helping people ever since.
In 2002, he joined Salient and in 2018, Hightower acquired Salient’s private wealth management business to become Hightower Texas. Before joining Salient, Matt was a Director at The Redstone Companies, L.P., a Houston-based investment firm. Prior to that, he served as an Associate in the private wealth management group at PaineWebber, Inc.
Matt has served in different capacities for several organizations, including The Children’s Assessment Center, Juvenile Diabetes Research Foundation, Episcopal High School Alumni Council and Cystic Fibrosis Foundation.
He earned an undergraduate degree from Texas Christian University and later attained the Certified Investment Management Analyst® (CIMA®) designation through the Wharton School at the University of Pennsylvania. Matt holds the FINRA Series 7, 63 and 65 licenses.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Newtown | Matthew Newtown | Joseph Matthew Newtown
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.
CRS (Client Relationship Summary) - RIA
Click below to view J MATTHEW NEWTOWN's 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®
NoneExperience
Current
October 8, 2024 - Present
TURTLE CREEK WEALTH ADVISORS, LLC
Office #1: 9651 Katy Fwy Ste 550, Houston, TX 77024RIA
CRD#: 322998
Houston, TX
Past
November 29, 2018 - September 19, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
HOUSTON, TX
Past
September 10, 2018 - September 19, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
HOUSTON, TX
Past
August 10, 2017 - December 31, 2018
HIGHTOWER PRIVATE CLIENT
RIA
CRD#: 288687
HOUSTON, TX
Past
February 4, 2011 - October 10, 2017
SALIENT CAPITAL ADVISORS, LLC
RIA
CRD#: 153914
HOUSTON, TX
Past
November 6, 2008 - September 7, 2018
SALIENT CAPITAL L.P.
BD
CRD#: 147912
HOUSTON, TX
Past
November 13, 2006 - October 5, 2011
GHE ADVISERS, L.P.
RIA
CRD#: 141451
HOUSTON, TX
Past
May 23, 2006 - October 10, 2017
CYPRESS CREEK PARTNERS
RIA
CRD#: 129346
HOUSTON, TX
Past
August 22, 2003 - November 11, 2008
SANDERS MORRIS LLC
BD
CRD#: 20580
HOUSTON, TX
Past
February 20, 2003 - October 10, 2017
SALIENT ADVISORS, L.P.
RIA
CRD#: 122833
HOUSTON, TX
Past
June 2, 2000 - December 4, 2002
HITHERLANE PARTNERS, LLC
RIA
CRD#: 46604
HOUSTON, TX
Past
February 28, 2000 - December 4, 2002
HITHERLANE PARTNERS, LLC
BD
CRD#: 46604
BOCA RATON, FL
Past
August 31, 1999 - February 14, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, 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".
TC
TURTLE CREEK WEALTH ADVISORS, LLC
TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC
CRD#: 322998 / SEC#: 801-127123
RIA
Registered Investment Advisory firm - (1/3/2023 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
Texas(10/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
TURTLE CREEK WEALTH ADVISORS, LLC
TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC
CRD#: 322998 / SEC#: 801-127123
RIA
Registered Investment Advisory firm - (1/3/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2828 N. Harwood Street Suite 1250, Dallas, TX 75201
Mailing Address
Phone number
(214) 214-3110
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 838 |
| AUM (Assets Under Management) | $ 1,712,227,523 |
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
TURTLE CREEK WEALTH ADVISORS, LLC
Managing Director, Client AdvisorCRD#: 322998Houston, TX 77024TRUST BUT VERIFY
Monitor J NEWTOWN
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
