Jason Russell Newcomer

Employer firm

Dogwood Wealth Management, LLC CRD 317580

$257M regulatory AUM 8 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

• 05/2009 → 02/2022
  Barber Financial Group
  Lenexa, KS
• 05/2006 → 01/2022
  Newcomer & Associates
  Parkville, MO
• 02/2022 → Present
  Dogwood Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2011-10-17 → 2022-02-15
  Barber Financial Group
  Lenexa, KS

Exams

• S66 Uniform Combined State Law Examination
  2011-10-14
• S63 Uniform Securities Agent State Law Examination
  2009-08-29

Designations

• Certified Financial Planner