Thoroughbred Financial Services
46yrs
Top advisor by experience in Jackson
30yrs
John New
Financial advisor at LPL Financial
John New has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Jackson, Tennessee. After nine years at Osaic Institutions and eight years at Bancorpsouth Investment Services, John joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. John holds the CFP® designation.
One of 92 advisors with offices in Jackson, and one of 74 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 17% by experience in Tennessee
Office2850 N Highland Ave, Jackson, TN 38305
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2013 – 2022Osaic Institutions, Inc.Previously
- 2005 – 2013Bancorpsouth Investment Services, Inc.Previously
- Mar 2004 – Aug 2005First Horizon Advisors, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call LPL Financial at 704-733-3300 and ask for John New. John works from the Jackson, TN office.
How long has John been a financial advisor?
John has been in the industry since 1996, about 30 years. Top 17% by experience in Tennessee.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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