Jack Newcomer (CRD# 7767285) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthpoint Advisors LLC | Indianapolis, IN | Jun 2023 - Current | < 1 |
| Taylor University | Upland, IN | May 2021 - May 2023 | 2 |
| Taylor University | Upland, IN | Jun 2019 - May 2023 | 3 |
| Spencer Farms | Noblesville, IN | Nov 2021 - Nov 2022 | 1 |
| Indianapolis Colts | Indianapolis, IN | Oct 2021 - Jan 2022 | < 1 |
| Noblesville Parks And Recreation | Noblesville, IN | May 2020 - Aug 2021 | 1 |
| Harbour Trees Beach And Gold Club | Noblesville, IN | May 2018 - Aug 2020 | 2 |
| Martin & Martin Insurance Agency | Noblesville, IN | Aug 2018 - Aug 2019 | 1 |
| Noblesville Schools | Noblesville, IN | Jun 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- IN
-
Total Assets Under Management304MILLIONS
-
Total Number of Accounts574ACCOUNTS
-
Average Account Value$529,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IN
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