Jeremy Newton is a financial advisor with LPL Financial in Highland Village, Texas, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supporting advisors with technology and diverse investment strategies.

James Johnson III is a financial advisor with LPL Financial in Highland Village, TX, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has worked at LPL Financial since 2009 and previously spent two years at Edward Jones. Outside of his advisory role, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services, including financial planning, model portfolios, and third-party asset management, with account management conducted primarily by investment adviser representatives using various strategic, tactical, and customized investment approaches.