Jeremy J Newton

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2015 → 12/2020
  Triad Advisors, Inc.
  Norcross, GA
• 03/2013 → 10/2023
  Giddyup Gear
  Atlanta, GA
• 09/2023 → 07/2024
  Osaic
  Norcross, GA
• 09/2024 → 03/2025
  Lpl Enterprise, Llc
  Fort Mill, SC
• 04/2026 → Present
  First Command Financial Services, Inc
  Fort Worth, TX
• 05/2025 → 04/2026
  Raymond James
  Atlanta, GA
• 03/2025 → 05/2025
  Unemployed
  Atlanta, GA
• 07/2024 → 09/2024
  Unemployed
  Atlanta, GA

Previous Registrations

• 2024-10-10 → 2025-03-19
  Lpl Enterprise, Llc
  Cumming, GA
  Cumming, GA
  Fort Mill, SC
• 2015-04-01 → 2024-07-25
  Triad Advisors Llc
  Atlanta, GA
• 2014-03-31 → 2015-03-16
  Synovus Securities, Inc.
  Atlanta, GA
  Columbus, GA
• 2008-11-20 → 2012-07-27
  Securities America Advisors, Inc.
  Mayfield Heights, OH
• 2005-06-13 → 2008-11-13
  Natcity Investments, Inc.
  Cleveland, OH
  Cleveland, OH
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2004-04-06

Other Names

• Jeremy Joseph Newton