Jay Newberry

Jay Newberry-1

Relationship Manager

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Jay Newberry joined ClientWise in January 2021 as a Relationship Manager with ten years of experience in the financial services industry. The majority of that time was spent at TD Ameritrade on the institutional side. While at TD, Jay worked with existing RIA’s looking at changing custodians and with existing advisors in the B/D world. He spent the last four years at TD as a consultant for existing advisors looking to make a move or increase their efficiency. Some of his key roles included consulting in the creation of their own RIA, helping advisors choose the correct tech stack, compliance coverage, and how the firm would run investments. What drives Jay the most in his role as a Relationship Manager is knowing we are helping advisors build a strong and lasting practice to ensure they can ultimately take better care of their clients, and ultimately impact thousands of lives. Jay currently resides in Flower Mound, Texas and is busy as a new father. In his down time, he enjoys playing tennis, mountain biking, and spending time at the pool with his family.