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Jacob Edward Newcomer

M. KULYK & ASSOCIATES, LLC·DECATUR, Georgia
SIE, Series 7, Series 66CFPClean record9 years registeredM. KULYK & ASSOCIATES, LLC
2786 N DECATUR ROAD, DECATUR, GA 30033CRD# 6526049Firm CRD# 290887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Edward Newcomer · DECATUR, GA
Registration
CRD #6526049 · M. KULYK & ASSOCIATES, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Jan 2018present
Nov 2016Jan 2018
DECATUR, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 22, 2016
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
M. KULYK & ASSOCIATES, LLC
CRD 290887 · SEC 801-112089
AUM
$632M
Regulatory assets under management
Employees
18
1,854 client accounts
Services offered by M. KULYK & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Jacob Edward Newcomer offer?
Jacob Edward Newcomer specializes in Financial Planning, Investment Management. Contact their office in DECATUR, Georgia for a consultation.
What are Jacob Edward Newcomer's credentials?
Jacob Edward Newcomer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jacob Edward Newcomer located?
Jacob Edward Newcomer is based in DECATUR, Georgia, working with M. KULYK & ASSOCIATES, LLC. Their office serves clients in the DECATUR metropolitan area and surrounding communities.
How does Jacob Edward Newcomer charge for services?
Jacob Edward Newcomer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M. KULYK & ASSOCIATES, LLC?
M. KULYK & ASSOCIATES, LLC has approximately 18 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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