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Jason Russell Newcomer

DOGWOOD WEALTH MANAGEMENT, LLC·LENEXA, Kansas
SIE, Series 7, Series 63, Series 66CFPClean record14 years registeredDOGWOOD 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

DOGWOOD WEALTH MANAGEMENT, LLC
Feb 2022 – present
BARBER FINANCIAL GROUP
Oct 2011 – Feb 2022
LENEXA, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 17, 2011
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580 · SEC 801-123208
AUM
$149M
Regulatory assets under management
Employees
3
515 client accounts
Services offered by DOGWOOD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DOGWOOD WEALTH MANAGEMENT, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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LENEXA, KS

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