Jason NewcomerCRD Number: 5563175
Current Firm: Barber Financial Group
Jason Newcomer (CRD# 5563175) is an Investment Advisor Representative working at Barber Financial Group in Lenexa, KS and has over 7 years of experience in the finance industry. Jason Newcomer 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Barber Financial Group||Lenexa, KS||May 2009 - Current||8|
|Newcomer & Associates||Parkville, MO||May 2006 - Current||11|
|Missouri State University||Springfield, MO||Aug 2006 - May 2010||3|
|Barber Financial Group||Lenexa, KS||May 2008 - Aug 2008||< 1|
|Alpha Delta Pi Sorority||Springfield, MO||Sep 2007 - May 2008||< 1|
|Newcomer & Associates, Inc.||Parkville, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2009|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management526MILLIONS
Total Number of Accounts3,100ACCOUNTS
Average Account Value$169,828
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IL, KS, LA, MI, MN, MO, ND, NV, OH, OK, TX, WI
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