Jon Paul Brouard
Investment adviser representative at New Century Partners
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- New Century PartnersOct 2020 to now
- WeworkOct 2018 to Sep 2020
- Steven Winter AssociatesJun 2017 to Sep 2018
- Marchetti Consulting EngineersNov 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
New Century Partners
$1.1BAssets managed
3Clients
1Advisers
37 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
- 7320056
- Firm CRD
- 110350