Dallas, TX Crescent Court Office

Jess Newman is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Newman worked at BMO Harris Bank, UBS Financial Services, and US Trust. Outside of financial advising, Newman is the owner of TALLFINGERS LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Mills is a financial advisor at LPL Financial in Dallas, TX, holding Series 65 and Series 63 designations. He has nine years of prior experience at Morgan Stanley Private Bank and has also worked at NOVEM Lending. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.