Jon Christopher Lam
Investment adviser representative at Newbury Capital Management, LLC
17 yearsExperience
2 statesRegistered in
$154.1MFirm assets
9 yearsFirm in business
Are you Jon Christopher Lam? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Newbury Capital Management, LLCJul 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Newbury Capital Management, LLC
$154.1MAssets managed
437Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860840
- Firm CRD
- 148516