Jacob Newhard Saxton
Investment adviser representative at Advisors Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$12.2BFirm assets
23 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Advisors Capital Management, LLCApr 2026 to now
- MML Investors Services, LLCSep 2021 to Apr 2026
- Massmutual Life Insurance CoAug 2021 to Apr 2026
- Keewaydin Foundation/campsJun 2019 to Aug 2019
- Keewaydin Foundation/campsJun 2018 to Aug 2018
- Colgate UniversityAug 2017 to Jul 2021
- Keewaydin Foundation/campsJun 2017 to Aug 2017
- StudentAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 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
- 7427161
- Firm CRD
- 112266