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Jeremy J Newton

Investment adviser representative at First Command Advisory Services
13 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. First Command Advisory ServicesApr 2026 to now
  2. First Command Financial Services, IncApr 2026 to now
  3. Raymond JamesMay 2025 to Apr 2026
  4. UnemployedMar 2025 to May 2025
  5. LPL Enterprise, LLCSep 2024 to Mar 2025
  6. UnemployedJul 2024 to Sep 2024
  7. OsaicSep 2023 to Jul 2024
  8. Triad Advisors, Inc.Mar 2015 to Dec 2020
  9. Giddyup GearMar 2013 to Oct 2023

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

First Command Advisory Services

$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
4684844
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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