James R Newman is an investment adviser representative (IAR) with state registration records since 2026, appearing at 3 firms. Currently registered with FOGUTH WEALTH MANAGEMENT, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| FOGUTH WEALTH MANAGEMENT, LLC. | 2026-07-24 | present | Yes |
| PORTSIDE WEALTH GROUP, LLC | 2026-05-27 | 2026-07-01 | — |
| SIMPLICITY WEALTH LLC | 2026-03-30 | 2026-05-15 | — |