Jeremy J. Newton

FIRST COMMAND ADVISORY SERVICES

Roswell, GA

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CRD#: 4684844

Professional summary

Jeremy J Newton, who also goes by Jeremy Joseph Newton, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Roswell, Georgia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeremy has worked at 15 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Joseph Newton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy J Newton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2026 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Roswell, GA

Current

April 23, 2026 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

CRD#: 3641

Fort Worth, TX

Past

October 10, 2024 - March 19, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

CUMMING, GA

Past

October 9, 2024 - March 19, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

CUMMING, GA

Past

December 22, 2020 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

December 22, 2020 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

December 22, 2020 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

December 22, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

December 22, 2020 - July 25, 2024

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 1, 2015 - July 25, 2024

TRIAD ADVISORS LLC

RIA

CRD#: 25803

ATLANTA, GA

Past

March 20, 2015 - July 25, 2024

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

March 31, 2014 - March 16, 2015

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

ATLANTA, GA

Past

March 24, 2014 - March 16, 2015

SYNOVUS SECURITIES, INC.

CRD#: 14023

ATLANTA, GA

Past

November 20, 2008 - July 27, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MAYFIELD HEIGHTS, OH

Past

November 20, 2008 - July 27, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

MAYFIELD HEIGHTS, OH

Past

June 13, 2005 - November 13, 2008

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CLEVELAND, OH

Past

August 27, 2004 - November 11, 2004

LUMENT SECURITIES, LLC

CRD#: 14840

COLUMBUS, OH

Past

December 10, 2003 - November 13, 2008

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

September 24, 2003 - October 16, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 24, 2003 - October 16, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(4/23/2026)

IAR

Georgia
(4/23/2026)

IAR

Texas
(4/22/2026)

Texas
(4/23/2026)

Washington
(4/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/3/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/23/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone number

(817) 731-8621

Established

Firm type

Fiscal year end

# of Employees

1,787

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCRIPTION OF SERVICES (12/26/2025)

WRAP PROGRAM BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts	113,591
AUM (Assets Under Management)	$ 24,429,418,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeremy J. Newton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy J Newton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

OSAIC SERVICES, INC.

FSC SECURITIES CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

SECURITIES AMERICA, INC.

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NATCITY INVESTMENTS, INC.

LUMENT SECURITIES, LLC

NATCITY INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2004

SIE

Date: 10/1/2018

Series 31

Date: 9/3/2009

Series 7

Date: 9/23/2003

Series 24

Date: 6/23/2005

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

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