AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JN

John Newton

ADVISORY ALPHA
PERRYSBURG, OH 43551
CRD#: 6980393
Some features on this profile are disabled
JN
John NewtonADVISORY ALPHA

Professional summary

John Newton, who also goes by John Paul Newton, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Perrysburg, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Paul 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Newton'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

June 4, 2026 - Present

ADVISORY ALPHA, LLC

Office #1: 770 Commerce Dr., Perrysburg, OH 43551
RIA
CRD#: 158282
PERRYSBURG, OH
Past

August 4, 2023 - February 5, 2025

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
TOLEDO, OH
Past

November 5, 2019 - June 22, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MAUMEE, OH

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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)

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
Ohio
(6/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/5/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/6/2019
Securities Industry Essentials Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
Loading...

Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

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

ADVISORY ALPHA, LLC

CRD#: 158282Perrysburg, OH 43551

TRUST BUT VERIFY

Monitor John Newton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AK
Andrew KatzenbergerAdvisorCheck Check Mark
KATZ CAPITAL ADVISORS
IAR
CALDWELL, ID
Kevin Joel Smith
Kevin SmithAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
York, PA
Glenn Alan Blachman
Glenn BlachmanAdvisorCheck Check Mark
SUMMIT FINANCIAL, LLC
IAR
TOMS RIVER, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.