Jacob Patrick Newman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2016 → 12/2017
  Miami University
  Oxford, OH
• 03/2017 → 08/2017
  Aegis Security
  Cincinnati, OH
• 08/2017 → 03/2018
  Bankers Life
  Crestview Hills, KY
• 02/2018 → 07/2018
  T-Mobile
  Hebron, KY
• 07/2018 → 08/2022
  Insource Inc
  Indianapolis, IN
• 03/2022 → 08/2022
  M. S. Howells
  Scottsdale, AZ
• 08/2022 → 02/2024
  The Huntington Investment Company
  Columbus, OH
• 02/2024 → 03/2024
  Avis Budget
  Indianapolis, IN
• 05/2024 → 07/2024
  Hometown Logistics
  Indianapolis, IN
• 09/2024 → Present
  Nfg Brokerage
  Midvale, UT
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-09-01 → 2024-03-07
  The Huntington Investment Company
  Indianapolis, IN
  Columbus, OH

Other Businesses

1. NAME OF OTHER BUSINESS: NFG BROKERAGE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ANNUITY WHOLESALING; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: ANNUITY SALES SPECIALIST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: INTERNAL SALES OF ANNUITY INFORMATION AND CASE DESIGN. WORKING WITH FINANCIAL ADVISORS ON FINDING APPROPRIATE ANNUITY SOLUTIONS FOR THEIR CLIENTS;

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22

Other Names

• Jake Newman
• Jacob Newman