Jess Newman Financial Advisor in Dallas, TX 75201

I run a financial advisory practice through BMO Investment Services. I serve clients in two key aspects. The first aspect is investment management where I operate as a client’s personal portfolio manager. I collaborate with each client to create a tailored investment portfolio aligned on the client’s goals, needs and values. The second aspect is financial planning where I take on the role of a personal CFO. I ensure my clients have a well-structured and meticulously planned financial picture. The four principals that underpin my practice are conviction, fee and tax consciousness, customization, and clear communication.

Prior to joining the BMO Investment Services team, I earned a Bachelors of Science at the University of Texas at Austin and a Master in Business Administration (MBA) at Southern Methodist University. I also hold the Chartered Financial Analyst® (CFA®) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation. I hold my series 7 and 66 licenses, held through LPL Financial along with my life insurance license.

My wife, Christina, and I reside in Dallas, Texas where I was born and raised. We welcomed our sweet daughter, Hollis Newman, into the world in February of 2023. In my rapidly shrinking spare time, I enjoy golf, boating and watching college football. I am a long time member of Park Cities Presbyterian Church. As an avid Seinfeld fan, I never tire of the catchphrase greeting "Hello, Newman." Gratitude shapes everything that I do. I thoroughly enjoy my job and am grateful for all clients that allow me to spend my days on a practice that I love.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management