Jacob E. Newcomer
Professional summary
Jacob Edward Newcomer, CFP® is a registered financial advisor currently at CHICORY WEALTH located in Decatur, Georgia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Edward Newcomer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
January 10, 2018 - Present
CHICORY WEALTH
November 22, 2016 - January 10, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
December 2, 2015 - January 10, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
CHICORY WEALTH
CRD#: 290887 / SEC#: 801-112089
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2018)
Exams
Current Firm
CHICORY WEALTH
CRD#: 290887 / SEC#: 801-112089
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,948 |
| AUM (Assets Under Management) | $ 682,691,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2024 | ||
| 09/19/2023 | ||
| 08/15/2023 | ||
| 02/28/2023 |
Red Flags
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