portrait of J D Newton

About J D

What is your most important financial goal? Have you ever prioritized your goals? When was the last time you thought about leaving a legacy? Making sure that you can answer these questions is our priority to help ensure you get the level of personalized service that you deserve. Whether you're just starting out or you are ready to put together a comprehensive financial strategy, we'll use an established process to guide you and help keep you on track to meet your long-term, financial goals.

We focus on your specific needs to help you prepare for retirement, have sufficient income in retirement,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas Christian UniversityMaster of Business Admin
  • Angelo State UnivBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Aviation
  • Gardening
  • Reading

Team Members

  • Monica White
    Branch Office Administrator

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