Advisor at Newman Ladd Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newman Ladd Capital Advisors, LLC.
Location
Camillus, NY 13031
Credentials
Series 66
Industry experience
2 years
Jack Irwin is a financial advisor at Newman Ladd Capital Advisors, LLC with a Series 66 designation and two years of industry experience. His prior experience includes roles at Deloitte and Leigh Baldwin & CO., LLC. Outside of his advisory work, he serves as a board member of the Notre Dame Club of Central New York/Syracuse and as treasurer on the board of Paige's Childhood Cancer Fund, a nonprofit organization. Newman Ladd Capital Advisors provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm uses fundamental and cyclical analysis in its investment process and typically manages client accounts on a discretionary basis with regular reviews and detailed reporting.
$50,000 - $250,000: 1.5% Next $250,001 - $1,000,000: 1.25% Next $1,000,001 - $2,000,000: 1.00% Next $2,000,001 - $22,000,000: 0.75%
Commissions from sale of investment products are possible but are not the primary source of compensation.
Account minimum: $50,000
5100 West Genesee Street
Camillus, NY 13031
New York
Newman Ladd Capital Advisors, LLC
2024 - Present (2 years)
Leigh Baldwin & CO., LLC
2023 - Present (3 years)
Moen & Thurston
2023 - Present (3 years)
Deloitte
2021 - 2023 (2 years)
University Of Notre Dame
2017 - 2021 (4 years)
First Due Services, LLC
2015 - 2023 (8 years)
CNS High School
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
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Series 63, Series 65, Series 66
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CFA®, Series 63, Series 65
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Marcellus Capital Management, LLC
Series 65
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Kraemer Capital Management LLC
Series 63, Series 65
Marietta, NY
Clements Investment Management
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
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