Jagger Newton

Wealth Management Assistant

Jagger Newton, Wealth Manager Assistant, holds a Bachelor's in Economics with a
Financial Planning concentration from Texas A&M University. He actively participated in the Financial Planning Student Association (FPSA) and presented at a financial planning showcase to Certified Financial Planner™, professionals. His Capstone project included a comprehensive financial plan.

He is preparing for the CFP® exam in July 2025 and is dedicated to assisting the advisors who help clients with personalized financial planning.

Outside of work, Jagger enjoys golfing, cooking, reading, woodworking, staying active, hunting, and fishing.