Joanne Shizue Spears
Investment adviser representative at Newport Capital Group, LLC
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Newport Capital Group, LLCSep 2023 to now
- Bank of America, N.A.Jul 2015 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 5 states (CA, NJ, NY, PA, TX).
Newport Capital Group, LLC
$1.3BAssets managed
252Clients
10Advisers
19 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
- 4638755
- Firm CRD
- 144442