Jeffrey Brian Megar
Investment adviser representative at New Frontier Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$4BFirm assets
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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
Experience
11 years in the industry.
- New Frontier Advisors, LLCFeb 2025 to now
- Julex Capital Management, LLCSep 2015 to Jan 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
New Frontier Advisors, LLC
$4BAssets managed
122Clients
3Advisers
15 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
- 4347146
- Firm CRD
- 147181