Jess Newman
Jess Newman
About Me
Jess serves as a financial advisor residing in Dallas, Texas. Jess walks clients through the process of evaluating their current and projected financial situation, and then proposes and implements a complete financial plan. Through investment management, tax strategy, estate planning and risk management, Jess helps clients maximize their ability to convert financial assets into life goals. Sound strategy, cost and tax consciousness, and clear communication are pillars of Jess’ practice.
Prior to joining the BMO Investment Services team, Jess earned a Bachelors of Science at the University of Texas at Austin and a Master in Business Administration (MBA) at Southern Methodist University. Jess also holds the Chartered Financial Analyst® (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation. He holds his series 7 and 66 licenses, held through LPL Financial along with his life and health insurance licenses.
Jess and his wife, Christina, enjoy golf, boating and watching college football. Jess is a member of Park Cities Presbyterian Church.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management