RN
Ryan M. Newton
J. W. COLE ADVISORS
Fernandina Beach, FL 32034
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CRD#: 4679878
RN
Professional summary
Ryan Mcclure Newton, CFP® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Fernandina Beach, Florida and J.W. COLE FINANCIAL, INC. located in Fernandina Beach, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
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.
(1) Front Porch Financial Planning; DBA; investment related; president - start date 4/1/2018; 5548 1st Coast Highway, Fernandina Beach, FL 32034; 160 hours per month, 120 hours per month during trading. (2) University of North Florida; not investment related; professor - start date 8/18/2020; 1 UNF Drive, Jacksonville, FL 32224; adjunct faculty (teacher); 15 hours per month, 10 hours per month during trading. (3) Zahn Associates; not investment related; instructor - start date 1/1/2011; 1102 W. Cass Street, Tampa, FL 33606; teach CFP exam prep course; 26 hours per month, 10 hours per month during trading. (4) Newton Showers Wealth Management, LLC; DBA; Financial Planning; 5548 1st Coast Highway, Fernandina Beach, FL 32034; Financial Advisor; provide financial planning services for clients and manage day to day operations of the business; Start 6/1/2023; 60 hr./mo. during trading. (5) Verso Wealth Strategists; DBA; service clients; 5548 1st Coast Highway, Fernandina Beach, FL 32034; Financial Advisor. (6) 168 Wealth Strategists; DBA; Investment Related; 5548 1st Coast Highway, Ste 203, Fernandina Beach FL 32034; Wealth Management; Managing Partners; Lead Advisor; Start 3/1/25; 160 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mcclure Newton'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®
CFP®
Start date: 2007
Experience
Current
October 1, 2020 - Present
J. W. COLE ADVISORS, INC.
Office #1: 5548 1st Coast Highway Suite 203, Fernandina Beach, FL 32034RIA
CRD#: 112294
Fernandina Beach, FL
Current
September 22, 2020 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 5548 1st Coast Highway Suite 203, Fernandina Beach, FL 32034BD
CRD#: 124583
Fernandina Beach, FL
Past
December 12, 2011 - October 19, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
FERNANDINA BEACH, FL
Past
November 30, 2011 - October 19, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
FERNANDINA BEACH, FL
Past
September 16, 2010 - December 31, 2012
NEWTON LOGISTICS AND ASSET MANAGEMENT, LLC
RIA
CRD#: 154401
JACKSONVILLE, FL
Past
August 10, 2010 - December 31, 2011
HIGH STREET SECURITIES, INC.
BD
CRD#: 104201
HOT SPRINGS, AR
Past
January 14, 2008 - November 22, 2010
F & S ASSET MANAGEMENT GROUP, INC.
RIA
CRD#: 145695
JACKSONVILLE, FL
Past
January 9, 2008 - May 5, 2010
OSAIC FS, INC.
BD
CRD#: 3870
JACKSONVILLE, FL
Past
January 24, 2006 - December 31, 2007
CINCINNATI ANALYSTS, INC.
RIA
CRD#: 5478
JACKSONVILLE, FL
Past
January 12, 2004 - December 31, 2007
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
JACKSONVILLE, FL
Past
August 19, 2003 - December 31, 2003
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/12/2022)
RR
California(3/27/2023)
RR
Florida(9/22/2020)
IAR
Florida(10/1/2020)
RR
Georgia(9/22/2020)
RR
North Carolina(9/22/2020)
RR
Ohio(3/27/2023)
RR
South Carolina(9/22/2020)
RR
Texas(9/22/2020)
IAR
Texas(10/21/2025)
RR
Virginia(9/22/2020)
RR
Washington(9/22/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
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
J. W. COLE ADVISORS, INC.
CRD#: 112294Fernandina Beach, FL 32034TRUST BUT VERIFY
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