JN
Jack Newman
from Kovitz Investment Group Partners, LLC
Jack Newman is a financial advisor based in Illinois, Chicago,
with 30 years of experience. Jack currently works for
Kovitz Investment Group Partners, LLC.
Jack maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jack Newman works at Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $7,293,644,752 of assets under management and employs about 92 people. Kovitz Investment Group Partners, LLC uses a fee structure of a percentage of assets under your management, subscription fees, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
22 years
Fee structure
A percentage of assets under your management, subscription fees, fixed fees and performance-based fees
Office location
71 S Wacker Drive, Suite 1860, Chicago, Illinois, 60606
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