JN
Jody Newman
from Clarity Investments + Planning LLC
Jody Newman is a financial advisor based in New York, Mount Kisco,
with 16 years of experience. Jody currently works for
Clarity Investments + Planning LLC.
Jody maintains a S65 license (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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Jody Newman works at Clarity Investments + Planning LLC
Clarity Investments + Planning LLC is a financial advisory firm based in Mount Kisco, New York. It currently has approximately $95,539,228 of assets under management and employs about 2 people. Clarity Investments + Planning LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
118 North Bedford Road, Suite 100, Mount Kisco, New York, 10549
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