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Chief Executive Officer · Alan Biller and Associates

Jennifer C. Newell

CRD 1555213 · Named on Form ADV at one SEC-registered adviser

At a glance

Alan Biller and Associates, an SEC-registered asset manager based in Menlo Park, CA with $65.1 billion in regulatory assets, lists Jennifer C. Newell on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

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Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.