Jacob Edward Newcomer
Investment adviser representative at Chicory Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$840.4MFirm assets
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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
11 years in the industry.
- Chicory WealthJan 2018 to now
- M. Kulyk & Associates, LLCJan 2018 to now
- Ameriprise Financial Services, Inc.Jul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Chicory Wealth
Legal name: M. Kulyk & Associates, LLC
$840.4MAssets managed
549Clients
16Advisers
8 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
- 6526049
- Firm CRD
- 290887