Brian Gregory Newton

Current Employers

Employment History

• 01/2006 → 12/2022
  Jones & Roth, P.C.
  Eugne, OR
• 08/2013 → 10/2019
  1St Global Capital Corp
  Bend, OR
• 08/2013 → 10/2019
  1St Global Advisors, Inc
  Bend, OR
• 12/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Bend, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Bend, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Bend, OR
• 01/2006 → Present
  Jones & Roth, Pc
  Bend, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bend, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Bend, Or, OR
• 2013-10-29 → 2019-10-25
  1St Global Advisors Inc
  Bend, OR

Other Businesses

1) ADVISORY BOARD MEMBER - JUNIOR ACHIEVEMENT OF OREGON & SW WASHINGTON POSITION: Advisory Board Member of Central Oregon Chapter NATURE: Provide in-class and out-of-class educational programs to primary and secondary education students in areas of finance, entrepreneur, leadership, and business. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 Address: DESCRIPTION: Attend advisory board meetings. 2) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: REFERRING ADVISOR NATURE: FINANCIAL ADVISORY SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2013 ADDRESS: , Eugene OR 97401, United States DESCRIPTION: null 3) JONES & ROTH, PC POSITION: Partner NATURE: Certified Public Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/23/2006 ADDRESS: 300 SW Columbia Street, Suite 201, Bend OR 97702, United States DESCRIPTION: Certified Public Accountant

Exams

• S66 Uniform Combined State Law Examination
  2013-10-25