James Todd Newton is an investment adviser representative (IAR) with state registration records since 2003, appearing at 10 firms. Currently registered with PORTFOLIO MEDICS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PORTFOLIO MEDICS, LLC | 2023-08-30 | present | Yes |
| PLAN PARTNERS LLC | 2021-05-20 | 2022-12-06 | — |
| FREEDOM INVESTMENT MANAGEMENT, INC. | 2014-12-12 | 2018-11-01 | — |
| SB ADVISORY, LLC | 2014-01-14 | 2014-12-01 | — |
| NFSG CORPORATION | 2012-02-28 | 2012-12-31 | — |
| TCA FINANCIAL GROUP, LLC | 2011-04-27 | 2012-01-04 | — |
| ANDERSON & STRUDWICK, INCORPORATED | 2010-01-06 | 2011-02-14 | — |
| INTL ADVISORY CONSULTANTS INC. | 2007-01-03 | 2008-08-14 | — |
| STERNE, AGEE & LEACH, INC. | 2003-10-08 | 2007-01-03 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2003-02-13 | 2003-06-24 | — |