Jeremy Caleb Newton
Investment adviser representative at Cosner Financial Group, LLC
18 yearsExperience
2 statesRegistered in
$369.8MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Cosner Financial Group, LLCSep 2008 to now
- Triad Advisors IncJun 2011 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cosner Financial Group, LLC
$369.8MAssets managed
635Clients
4Advisers
11 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
- 5325210
- Firm CRD
- 147942