James Raymond Newman is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with ASCENTIS INDEPENDENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASCENTIS INDEPENDENT ADVISORS, LLC | 2026-01-08 | present | Yes |
| ORG PARTNERS | 2025-02-03 | 2026-01-05 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2021-03-10 | 2025-01-31 | — |
| UBS FINANCIAL SERVICES INC. | 2015-10-27 | 2021-03-16 | — |