JL
Jon Lam
from Newbury Capital Management, LLC
Jon Lam is a financial advisor based in California, South Pasadena,
with 36 years of experience. Jon currently works for
Newbury Capital Management, LLC.
Jon maintains a S63 license (Uniform Securities Agent State 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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Jon Lam works at Newbury Capital Management, LLC
Newbury Capital Management, LLC is a financial advisory firm based in South Pasadena, California. It currently has approximately $131,094,647 of assets under management and employs about 5 people. Newbury Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
17 years
Fee structure
and a percentage of assets under your management
Office location
812 Fremont Ave., Suite 101, South Pasadena, California, 91030
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