Jennifer A Newman

Employer firm

Vicus Capital, Inc. CRD 116021

$2.99B regulatory AUM 316 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2014 → Present
  Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
  State College, PA

Other Businesses

(1) INDEPENDENT INSURANCE AGENT UNDER PFG/MGA, SELLING FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, FROM BUSINESS ADDRESS, FOR 8 WKDY HRS/WK, SINCE 10/2001; (2) VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 11/07/2014, 40HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; (3) NAME OF OTHER BUSINESS: NEWMAN RETIREMENT PLANNING LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: S CORP ; START DATE: 10/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 30-40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: S-CORP FOR TAX PURPOSES. NOT CLIENT FACING NAME ; 4) NAME OF OTHER BUSINESS: PFG; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/1999, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2014-03-24
• S63 Uniform Securities Agent State Law Examination
  2001-01-26

Other Names

• Jennifer A Mccartney
• Jennifer A Mccartney