Jason Russell Newcomer
Investment adviser representative at Dogwood Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$257.2MFirm assets
Are you Jason Russell Newcomer? Claim your profile
Contact this firm
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
20 years in the industry.
- Dogwood Wealth Management, LLCFeb 2022 to now
- Barber Financial GroupMay 2009 to Feb 2022
- Newcomer & AssociatesMay 2006 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Dogwood Wealth Management, LLC
$257.2MAssets managed
233Clients
4Advisers
4 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
- 5563175
- Firm CRD
- 317580