Jeffrey Newman has been an investment adviser representative at IronOak Wealth since June 2024, and is not listed among the firm’s executive officers or direct owners.
Ironoak Wealth LLC is a Cedar Park, TX firm with $162M under management, 332 clients and 6 advisers across 2 offices, as of its June 2026 filing.
Jeffrey Newman is Investment Analyst and Wealth Advisor of IronOak Wealth. He helps families and small business owners define, prioritize, plan and invest for their financial goals. He was recruited into the financial services sector in 2019 as a financial advisor at Edward Jones, after five years in music ministry and five years in sales positions.
Jeffrey Newman’s longest registration was 4 years at Edward Jones (2020–2024). Before joining IronOak Wealth in 2024, Jeffrey Newman was registered through Edward Jones.
- Edward Jones– · 4 yearsCedar Park, TX · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jeffrey Newman is registered as an investment adviser representative in Texas, since June 2024.
- TexasSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 January 2020 |
| Series 7TO | General Securities Representative Examination | 30 December 2019 |
| SIE | Securities Industry Essentials Examination | 4 December 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jeffrey Austin Newman
- CRD
- 7198565
- Firm
- IronOak Wealth · CRD 306403
- Office
- 1405 ARROW POINT DRIVE, SUITE 1004, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ironoakwealth.com
Where does Jeffrey Newman work?
Jeffrey Newman is an investment adviser representative registered through Ironoak Wealth LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Newman a financial advisor?
Yes. Jeffrey Newman has a current investment-adviser registration in Texas, through IronOak Wealth since June 2024.
How many years of experience does Jeffrey Newman have?
Jeffrey Newman has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Jeffrey Newman passed?
Jeffrey Newman has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2019.
Where did Jeffrey Newman work before IronOak Wealth?
Before IronOak Wealth, Jeffrey Newman was registered through Edward Jones, January 2020 to May 2024.
Where is Jeffrey Newman based?
Jeffrey Newman’s registered office is in Cedar Park, TX.
Is Jeffrey Newman registered with FINRA?
No. Jeffrey Newman has no current broker registration.
How can I verify Jeffrey Newman’s record?
Search CRD 7198565 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Newman’s full registration record.
