Unclaimed Profile

Jeremy Caleb Newton

COSNER FINANCIAL GROUP, LLC·FORT COLLINS, Colorado

SIE, Series 6, Series 7TO, Series 63, Series 65Clean record17 years registeredCOSNER FINANCIAL GROUP, LLC

204 MAPLE STREET, FORT COLLINS, CO 80521CRD# 5325210Firm CRD# 147942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Caleb Newton · FORT COLLINS, CO

Registration

CRD #5325210 · COSNER FINANCIAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

COSNER FINANCIAL GROUP, LLC

Jan 2014 – present

COSNER FINANCIAL GROUP, LLC

Nov 2008 – Dec 2013

MIDLAND, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 65

Registration record

First registered · November 17, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COSNER FINANCIAL GROUP, LLC

CRD 147942 · SEC 801-95177

AUM

$273M

Regulatory assets under management

Employees

996 client accounts

Services offered by COSNER FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COSNER FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Caleb Newton offer?

Jeremy Caleb Newton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Jeremy Caleb Newton's credentials?

Jeremy Caleb Newton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Caleb Newton located?

Jeremy Caleb Newton is based in FORT COLLINS, Colorado, working with COSNER FINANCIAL GROUP, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Jeremy Caleb Newton charge for services?

Jeremy Caleb Newton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSNER FINANCIAL GROUP, LLC?

COSNER FINANCIAL GROUP, LLC has approximately 5 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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