Jeffrey B. Megar

JULEX CAPITAL MANAGEMENT

NATICK, MA 01760

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CRD#: 4347146

Professional summary

Jeffrey Brian Megar is a registered financial advisor currently at JULEX CAPITAL MANAGEMENT located in Natick, Massachusetts and NEW FRONTIER ADVISORS, LLC located in Boston, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 2 firms .

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 Jeffrey Brian Megar'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

February 17, 2017 - Present

JULEX CAPITAL MANAGEMENT

Office #1: 209 West Central Street Suite 314, Natick, MA 01760

RIA

CRD#: 166053

NATICK, MA

Current

July 25, 2025 - Present

NEW FRONTIER ADVISORS, LLC

Office #1: 155 Federal Street 10th Floor, Boston, MA 02110

RIA

CRD#: 147181

BOSTON, MA

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".

NEW FRONTIER ADVISORS, LLC

NEW FRONTIER ADVISORS, LLC | NEW FRONTIER MANAGEMENT COMPANY, LLC

CRD#: 147181 / SEC#: 801-72506

RIA

Registered Investment Advisory firm - (6/21/2011 Approved)

Massachusetts

Registered Investment Advisory firm - (3/29/2012 Terminated)

Washington

Registered Investment Advisory firm - (3/29/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(2/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NEW FRONTIER ADVISORS, LLC

NEW FRONTIER ADVISORS, LLC | NEW FRONTIER MANAGEMENT COMPANY, LLC

CRD#: 147181 / SEC#: 801-72506

RIA

Registered Investment Advisory firm - (6/21/2011 Approved)

Massachusetts

Registered Investment Advisory firm - (3/29/2012 Terminated)

Washington

Registered Investment Advisory firm - (3/29/2012 Terminated)

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Contact information

Main Address

155 Federal Street 10th Floor, Boston, MA 02110

Mailing Address

Phone number

(617) 482-1433

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEW FRONTIER ADVISORS - FORM ADV PART 2A - MARCH.19.2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 3,945,395,889

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.

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Jeffrey B. Megar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Brian Megar's CRS (Customer Relationship Summary).

Certified licenses

Experience

JULEX CAPITAL MANAGEMENT

NEW FRONTIER ADVISORS, LLC

Primary Firm SEC Registration

NEW FRONTIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

NEW FRONTIER ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW FRONTIER ADVISORS, LLC

TRUST BUT VERIFY

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