Career
Jennifer Newell has been Chief Executive Officer of Alan D Biller & Associates since August 2018. Jennifer Newell is a control person of the firm and directly owns under 5% of it.
Alan D Biller & Associates, Inc. is a Menlo Park, CA firm with $65.1B under management, 51 clients and 24 advisers in one office, as of its January 2026 filing.
Credentials and registrations
Professional designations
Listed by Alan D Biller & Associates
- CFA
- CAIA
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 October 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 October 1986 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Jennifer Christine Newell
- CRD
- 1555213
- Firm bio
- alanbiller.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jennifer Newell work?
Jennifer Newell has been Chief Executive Officer of Alan D Biller & Associates, Inc. since August 2018, and is a control person of the firm.
Does Jennifer Newell have a current investment-adviser registration?
Jennifer Newell has no current investment-adviser or broker registration.
What exams has Jennifer Newell passed?
Jennifer Newell has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in October 1986.
Where was Jennifer Newell previously registered as an investment adviser?
Jennifer Newell has past investment-adviser registrations through Alan Biller And Associates, May 2009 to December 2023, across 1 firm.
Is Jennifer Newell a CFA charterholder?
Alan D Biller & Associates lists Jennifer Newell with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Official firm leadership page
