Jon L Newman

Jon L Newman

CFP®

Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more
  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
    Explore
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our Mission Statement

At Newman & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc., we strive to be the premier financial planning practice in the country by providing high quality and disciplined service to an exclusive and targeted client base. Through a combination of integrity, professionalism and industry know-how, we are dedicated to offering financial advice which helps clients achieve a measurable difference and plan for long-term prosperity.

Our profile photo

The profile portrait was done by Kevin Sprouls who is well-known for his Wall Street Journal portraits. At Newman & Associates, we are "outside the box" thinkers; this is also how we go about financial planning for our clients.

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)