Best Investors Account Sign in
Inactive

Jane Elizabeth Keller

Newport Group Consulting, LLC

Lake Mary, FL

Claim This Profile
Current Employers
Newport Group Consulting, Llc

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-01-29
  • FL RA
    APPROVED
    Since 2018-01-29

Branch Locations

300 Primera Blvd. Suite 200, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newport Group Securities, Inc. Lake Mary FL 05/1999 09/2023
Newport Group, Inc. Dresher PA 05/1999 09/2023
Newport Group Consulting, Llc Lake Mary FL 01/2018 Present
Ascensus Broker Dealer Services, Llc Newton MA 08/2023 Present
  • 05/1999 → 09/2023
    Newport Group Securities, Inc.
    Lake Mary, FL
  • 05/1999 → 09/2023
    Newport Group, Inc.
    Dresher, PA
  • 01/2018 → Present
    Newport Group Consulting, Llc
    Lake Mary, FL
  • 08/2023 → Present
    Ascensus Broker Dealer Services, Llc
    Newton, MA
Previous Registrations
  • 2002-08-05 → 2017-12-22
    Newport Group Securities, Inc.
    Lake Mary, FL
    Lake Mary, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-22
  • S65 Uniform Investment Adviser Law Examination
    2002-01-22
Other Names
  • Jane Elizabeth Yeager

View on SEC IAPD

Other Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH
FAMILYWEALTH ASSET MANAGEMENT
HAYSLEY FINANCIAL SERVICES, INC.
SIGMA INVESTMENT COUNSELORS
JACKSON WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
GEOFFREY DEAN VOORHEES
LU YU
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
FAMILYWEALTH ASSET MANAGEMENT · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL

More in Lake Mary, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor