Jane Elizabeth Keller

Employer firm

Newport Group Consulting, LLC CRD 140944

$5.05B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2002-01-22

Other Names

• Jane Elizabeth Yeager