Jay Newberry is a business development professional working within the Financial Institutions Division at Raymond James, where he partners with banks and credit unions to support advisor recruitment and transitions. He holds his Series 7 and 66 licenses and brings experience across advisor consulting, relationship management and business development.
Before joining Raymond James, Jay worked in business development at AdvisorEngine, supported advisor coaching and succession planning at ClientWise, and spent ten years at TD Ameritrade Institutional helping breakaway advisors evaluate and transition to the RIA model.
Jay covers the western United States from Texas over, supporting institutions and advisors across a broad territory.
He lives in Texas with his wife and daughter and will welcome a son in August 2026 – balancing a growing family with a full calendar.