Jeff Newburn, financial advisor Eldridge IA

Jeff Newburn

CRD Number: 4326177
Current Firm: Plan2thrive Financial

Jeff Newburn (CRD# 4326177) is an Investment Advisor Representative working at Plan2thrive Financial in Eldridge, IA and has over 23 years of experience in the finance industry. Jeff Newburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plan2thrive Financial, LLC Davenport, IA Dec 2021 - Current 2
Lpl Financial, LLC San Diego, CA Oct 2010 - Current 13
Plan2thrive Financial Services, LLC Davenport, IA Oct 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeff D. Newburn
Phone Number: 563-323-5790
Registered State(s):
  • IL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $142,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IA, IL, TX

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