Jeremy Newgard
Jeremy Newgard is a registered investment advisor at Private Advisor Group, LLC, based in Mount Juliet, TN, with 17 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
2031 N Mount Juliet Rd, Suite 200, Mount Juliet, TN, 37122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeremy operates his LPL business through EPM Financial, LLC, dedicating full-time hours. He also provides administrative support to Private Advisor Group, LLC, an independent investment advisor firm, which also takes full-time hours.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Thrivent Asset Management, LLC
Thrivent Distributors, LLCBroker
Thrivent Investment Management INC.Broker
Foreside Fund Services, LLCBroker
Hartford Funds Distributors, LLCBroker
Ivy Distributors, INC.Broker
Waddell & ReedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.