Julia B. Newton

THE JAMISON EDWARD GROUP

KEARNEY, MO 64060

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CRD#: 4998572

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Beth Ballin | Julie Newton

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.

10/2020 to Present - Market Advisory Group, Overland Park, KS - Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Beth 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®

None

Experience

Current

April 11, 2025 - Present

THE JAMISON EDWARD GROUP

Office #1: 302 S. Platte-clay Way Suite 204, Kearney, MO 64060

RIA

CRD#: 305820

KEARNEY, MO

Past

November 19, 2021 - April 8, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Kansas City, MO

Past

July 8, 2008 - July 6, 2009

INVEST FINANCIAL CORPORATION

CRD#: 12984

ALBUQUERQUE, NM

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

Missouri
(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

State Security Law Exam

IAR

Series 65

Date: 9/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6

Date: 7/7/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE JAMISON EDWARD GROUP

THE JAMISON EDWARD GROUP | THE JAMISON EDWARD GROUP, LLC

CRD#: 305820 / SEC#:

Missouri

Registered Investment Advisory firm - (12/4/2019 Approved)

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Contact information

Main Address

302 S. Platte-clay Way Suite 204, Kearney, MO 64060

Mailing Address

Phone number

(816) 439-5333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 12,446,087

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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Julia B. Newton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Beth Newton's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE JAMISON EDWARD GROUP

FOUNDATIONS INVESTMENT ADVISORS LLC

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2021

Series 66

Date: 8/4/2008

Series 6

Date: 7/7/2008

Current Firm

THE JAMISON EDWARD GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE JAMISON EDWARD GROUP

TRUST BUT VERIFY

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