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Jeremy Caleb Newton

COSNER FINANCIAL GROUP, LLC·FORT COLLINS, Colorado
Unclaimed Profile
204 MAPLE STREET, FORT COLLINS, CO 80521CRD# 5325210Firm CRD# 147942
01

About

Jeremy Caleb Newton is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with COSNER FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COSNER FINANCIAL GROUP, LLC
COSNER FINANCIAL GROUP, LLC
AUM
$273M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COSNER FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5325210
Firm CRD# 147942
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in FORT COLLINS
David Anthony Mascio — DELLA PAROLA CAPITAL MANAGEMENT, LLCJames Patrick Cosner — COSNER FINANCIAL GROUP, LLCRyan Patrick Cosner — COSNER FINANCIAL GROUP, LLCAustin Gene Kelly — COSNER FINANCIAL GROUP, LLCShawn William Dunnigan — DELLA PAROLA CAPITAL RESEARCH, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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