Jeremy Newgard
Investment adviser representative at Private Advisor Group, LLC
18 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Private Advisor Group, LLCJul 2024 to now
- LPL Financial LLCJul 2024 to now
- Thrivent Distributors LLCMar 2022 to Jun 2024
- Thrivent FinancialMar 2022 to Jun 2024
- Foreside Fund Services, LLCMay 2020 to Feb 2022
- Rock Harbor LLCMay 2020 to Feb 2022
- UnemployedDec 2019 to May 2020
- Hartford Funds Distributors, LLCMar 2018 to Dec 2019
- Ivy Funds Distributor IncDec 2009 to Mar 2018
- Waddell & Reed, Inc.Jun 2008 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 5341244
- Firm CRD
- 155216