Jennifer Newman, financial advisor State College PA
93 score

Jennifer Newman

CRD Number: 3129930
Current Firm: Vicus Capital, Inc.

Jennifer Newman (CRD# 3129930) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Mar 2014 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Walnut Street Securities Inc. St Louis, MO Sep 2001 - Aug 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
S63 Uniform Securities State Law Examination Jan 2001
Contact Info for Jennifer A. Newman
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    4,397
    ACCOUNTS
  • Average Account Value
    $248,896
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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