Jon K. Newman

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CRD#: 5786422

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jon Kelley Newman, who also goes by Jack Kelley Newman, Jack Newman, Jon K. Newman, Jon Newman, was a registered financial professional .

Jon is a previously registered financial professional and started their career in finance in 2010. Jon had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jack Kelley Newman | Jack Newman | Jon K. Newman | Jon Newman

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 5, 2018 - November 9, 2020

CRAFT WEALTH SERVICES

RIA

CRD#: 289557

ARLINGTON, VA

Past

September 6, 2017 - September 28, 2017

CRAFT WEALTH SERVICES

RIA

CRD#: 289557

FORT GAY, WV

Past

July 16, 2015 - March 1, 2016

MOMENTUS ADVISORS

RIA

CRD#: 268829

WASHINGTON, DC

Past

May 14, 2013 - June 3, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

WASHINGTON, DC

Past

March 1, 2013 - June 3, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

WASHINGTON, DC

Past

December 21, 2010 - April 24, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

November 12, 2010 - April 24, 2012

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

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".

CRAFT WEALTH SERVICES

CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC

CRD#: 289557 / SEC#: 801-131218

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

Arizona

Registered Investment Advisory firm - (10/3/2024 Terminated)

California

Registered Investment Advisory firm - (11/2/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/4/2024 Terminated)

Connecticut

Registered Investment Advisory firm - (10/15/2024 Terminated)

District of Columbia

Registered Investment Advisory firm - (10/3/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/3/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

Kentucky

Registered Investment Advisory firm - (10/3/2024 Terminated)

Maryland

Registered Investment Advisory firm - (10/9/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/10/2024 Terminated)

Ohio

Registered Investment Advisory firm - (10/3/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (10/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/3/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/15/2024 Terminated)

West Virginia

Registered Investment Advisory firm - (10/3/2024 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 12/18/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/3/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2010

General Securities Representative Examination

Current Firm

CRAFT WEALTH SERVICES

CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC

CRD#: 289557 / SEC#: 801-131218

RIA

Registered Investment Advisory firm - (10/1/2024 Approved)

Arizona

Registered Investment Advisory firm - (10/3/2024 Terminated)

California

Registered Investment Advisory firm - (11/2/2024 Terminated)

Colorado

Registered Investment Advisory firm - (10/4/2024 Terminated)

Connecticut

Registered Investment Advisory firm - (10/15/2024 Terminated)

District of Columbia

Registered Investment Advisory firm - (10/3/2024 Terminated)

Florida

Registered Investment Advisory firm - (10/3/2024 Terminated)

Georgia

Registered Investment Advisory firm - (10/4/2024 Terminated)

Kentucky

Registered Investment Advisory firm - (10/3/2024 Terminated)

Maryland

Registered Investment Advisory firm - (10/9/2024 Terminated)

Michigan

Registered Investment Advisory firm - (10/10/2024 Terminated)

Ohio

Registered Investment Advisory firm - (10/3/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (10/3/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/3/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/15/2024 Terminated)

West Virginia

Registered Investment Advisory firm - (10/3/2024 Terminated)

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Contact information

Main Address

615 Channelside Drive 207, Tampa, FL 33602

Mailing Address

Phone number

(813) 394-0984

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A CRAFT ASSET MANAGEMENT (7/30/2025)

ADV PART 2B - EVAN CHIARENZELLI (7/30/2025)

NISHANN LANATA - 2B (7/10/2025)

ADV PART 2B WILLIAM THOMAS HEDGPETH (3/28/2025)

ADV-PART2B MICHAEL MANNA (3/28/2025)

ADV PART 2B - WILLIAM HENNUM (3/28/2025)

ADV PART 2B- JEFF DOAN (3/28/2025)

ADV PART 2B-WILLIAM HALLMANN (3/28/2025)

Regulatory assets under management

Total Number of Accounts	746
AUM (Assets Under Management)	$ 91,966,719

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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Advisor Monitoring

Firm Stability Insights

Jon K. Newman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CRAFT WEALTH SERVICES

MOMENTUS ADVISORS

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CRAFT WEALTH SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2010

SIE

Date: 6/3/2015

Series 7

Date: 11/11/2010

Current Firm

CRAFT WEALTH SERVICES

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRAFT WEALTH SERVICES

TRUST BUT VERIFY

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