Julia Beth Newton
Professional Summary
Julia Beth Newton, who also goes by Julia Beth Ballin, Julie Newton, is a registered financial advisor currently at THE JAMISON EDWARD GROUP located in Kearney, Missouri. Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Julia has worked at 3 firms and has passed the Series 65, Series 66 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Julia Beth Ballin, Julie Newton
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
THE JAMISON EDWARD GROUP | THE JAMISON EDWARD GROUP, LLC
Contact Information
Main Address
302 S. Platte-clay Way Suite 204, Kearney, MO 64060Phone Number
(816) 439-5333# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
94AUM (Assets Under Management)
$12,446,087Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/11/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Julia Beth Newton's CRS (Customer Relationship Summary).
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