Jeffrey Myles Newton

Alliant Securities, INC. Turner, Nord, Kienbaum

33 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement Planning

Alliant Securities, INC. Turner, Nord, Kienbaum

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

549 clients

Average Client Portfolio

$413K average

Assets Under Management

$226.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Alliant Securities, INC. Turner, Nord, Kienbaum

October 2009 - Present · 16 yrs 4 mos

Alliant Securities, INC. Turner, Nord, KienbaumBroker

October 2009 - Present · 16 yrs 4 mos

Previous Registrations

Bozarth, Newton & Murphy Securities, INC.Broker

August 2001 - October 2009 · 8 yrs 2 mos

Bozarth Investment Mngt

January 2000 - October 2009 · 9 yrs 9 mos

Bozarth & Turner Securities, INC.Broker

June 1992 - December 1999 · 7 yrs 6 mos

State Registrations4 states

AKAZIDWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.