Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Jmac Enterprises LLC financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a Jmac Enterprises LLC office in Newtown, A to Z.

The short answer

3 registered advisors work at Jmac Enterprises LLC in Newtown, out of 3 at the firm nationwide; it ranks number 23 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Jmac Enterprises LLC advisors in Newtown, A to Z

Every Jmac Enterprises LLC advisor →

Jmac Enterprises LLC advisors in every city and state →Jmac Enterprises LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5

Questions

How many financial advisors does Jmac Enterprises LLC have in Newtown?

3 investment adviser representatives are registered at Jmac Enterprises LLC offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Jmac Enterprises LLC one of the largest advisor employers in Newtown?

Jmac Enterprises LLC ranks number 23 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

How do I check a Jmac Enterprises LLC advisor in Newtown?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jmac Enterprises LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.