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Jason Russell Newcomer

DOGWOOD WEALTH MANAGEMENT, LLC·LENEXA, Kansas
Clean recordDOGWOOD WEALTH MANAGEMENT, LLC
8813 PENROSE LN, LENEXA, KS 66219CRD# 5563175Firm CRD# 317580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Russell Newcomer · LENEXA, KS
Registration
CRD #5563175 · DOGWOOD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Russell Newcomer is a registered financial advisor based in LENEXA, Kansas, affiliated with DOGWOOD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DOGWOOD WEALTH MANAGEMENT, LLC
DOGWOOD WEALTH MANAGEMENT, LLC
AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DOGWOOD WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5563175
Firm CRD# 317580
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Russell Newcomer offer?
Jason Russell Newcomer specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Jason Russell Newcomer's credentials?
Jason Russell Newcomer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Russell Newcomer located?
Jason Russell Newcomer is based in LENEXA, Kansas, working with DOGWOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Jason Russell Newcomer charge for services?
Jason Russell Newcomer'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 DOGWOOD WEALTH MANAGEMENT, LLC?
DOGWOOD WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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