Jacob Newman is a registered investment advisor, based in Sarasota, FL, with 2 years of industry experience.
Location
Sarasota, FL
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Regulatory History (1)
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Employment Separation After Allegations
February 2024Other Business ActivitiesSells Insurance
Jacob works as an annuity sales specialist for NFG Brokerage, wholesaling annuities and assisting financial advisors with annuity solutions. This role takes Jacob full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Huntington Financial Advisors
September 2022 - March 2024 · 1 yr 6 mos
The Huntington Investment CompanyBroker
September 2022 - March 2024 · 1 yr 6 mos
M. S. Howells & CO.Broker
April 2022 - August 2022 · 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.