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Jennifer Ann Lukes

Newfront Retirement Services, Inc.

San Mateo, CA

Roseville, CA

CRD 6417836

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Employer firm

Newfront Retirement Services, Inc. CRD 167641

$1.04B regulatory AUM 383 advisory clients

Reported services (Item 5G)

  • Pension consulting

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

Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-19
  • CA RA
    APPROVED
    Since 2025-05-19

Branch Locations

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Roseville, CA • 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
Newfront Retirement Services, Inc. San Francisco CA 03/2022 Present
Franklin Templeton Folsom CA 07/2015 09/2017
Newport Group Folsom CA 09/2017 03/2020
Newfront Retirement Services, Inc. San Francisco CA 09/2020 03/2022
Newport Group Folsom CA 03/2020 09/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19
Other Names
  • Jenn Sommerville
  • Jennifer Sommerville
  • Jennifer Ann Sommerville

View on SEC IAPD

Nearby Firms

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FARMERS ASSET MANAGEMENT, LLC
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Nearby Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY

Nearby Offices

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA

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