Jacob L Newcomb
Investment adviser representative at Mariner
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm 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 assetsHourlyFixed or flat fee
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
26 years in the industry.
- MarinerMar 2025 to now
- Park Avenue SecuritiesOct 2020 to Mar 2025
- Guardian Life Insurance CompanyJun 2020 to Mar 2025
- Blackwood Financial GroupJun 2020 to Jun 2020
- Warren AverettNov 2018 to Jun 2020
- Buffalo Rock CompanyMay 2017 to Oct 2018
- Warren AverettJan 2017 to Apr 2017
- Buffalo Rock CompanyJun 2014 to Dec 2016
- Full Time EducationAug 2000 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7267738
- Firm CRD
- 140195