Jacob Patrick Newman
Investment adviser representative at Cetera Investment Advisers LLC
8 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
8 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Nfg BrokerageSep 2024 to now
- Hometown LogisticsMay 2024 to Jul 2024
- Avis BudgetFeb 2024 to Mar 2024
- The Huntington Investment CompanyAug 2022 to Feb 2024
- M. S. HowellsMar 2022 to Aug 2022
- Insource IncJul 2018 to Aug 2022
- T-mobileFeb 2018 to Jul 2018
- Bankers LifeAug 2017 to Mar 2018
- Aegis SecurityMar 2017 to Aug 2017
- Miami UniversityAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7529744
- Firm CRD
- 105644