James Newlon, CLU®, CLTC

Financial Advisor

James Newlon

Office: 817-685-6767

1903 Central Dr Ste 301
Bedford, TX 76021-5813

Get a Map

 
 

Video Introduction

 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 
 
 

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

How can a Financial
Advisor help you?

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

Enroll Now

You know what you want in life.  What you may not know is what challenges may arise along the way.  When it comes to financial security you need to be prepared and protected for what life brings.

With my Roadmap For Life Process throughout your lifetime, I will help you understand what you need to prepare for and protect.   You can feel confident that we are working to make your financial future more secure.

My Mission

James Newlon's mission as a financial advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. James will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.


Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from James Newlon.

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.