Jennifer NewmanCRD 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 16 years of experience in the finance industry.
Courter Financial, LLC
J. W. Cole Advisors, Inc.
|Vicus Capital, Inc. (formerly Pfg Financial Advisors)||State College, PA||Mar 2014 - Current||3|
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|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|
Total Assets Under Management1,094MILLIONS
Total Number of Accounts4,397ACCOUNTS
Average Account Value$248,896
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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