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James N
Series 63, Series 65
Decatur, AL
Portfolio Medics, LLC
James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.
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