Kenneth William Newberry

Employer firm

Crux Wealth Advisors CRD 330731

$548M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2020 → 08/2024
  Raymond James Financial Services, Inc.
  Stevenson Ranch, CA
• 01/2020 → 08/2024
  Raymond James Financial Services Advisors, Inc.
  Stevenson Ranch, CA
• 07/2006 → 01/2020
  Waddell & Reed
  Torrance, CA
• 10/2022 → Present
  Triton Wealth Advisors
  Stevenson Ranch, CA
• 01/2020 → Present
  Crux Wealth Advisors
  Stevenson Ranch, CA
• 08/2024 → Present
  Arete Wealth Management
  Chicago, IL

Previous Registrations

• 2020-01-22 → 2024-08-02
  Raymond James Financial Services Advisors, Inc
  Torrance, CA
  Valencia, CA
  Long Beach, CA
  Stevenson Ranch, CA
• 2011-05-06 → 2020-01-23
  Waddell & Reed
  Torrance, CA
  Las Vegas, NV
  Torrance, CA

Other Businesses

(1) Name of Business: Crux Wealth Advisors Address: 25101 The Old Rd Ste 114, Stevenson Ranch, CA, 91381-2206, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Name of Business: Triton Wealth Advisors Address: 25101 The Old Rd Ste 114, Stevenson Ranch, CA, 91381-2206, United States Activity Type: Support Company - Owner Position/Title: Financial Advisor Investment Related: No Start Date: 10/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (3) Name of Business: Arete Wealth Management, LLC Address: 25101 The Old Rd Ste 114, Stevenson Ranch, CA, 91381-2206, United States Activity Type: Broker/Dealer Non Owner Position/Title: Registered Representative Investment Related: Yes Start Date: 08/16/2024 Hours per month devoted to this business: 32 Hours per month devoted to this business during trading hours: 32 Description of duties: Registered Representative. (4) Fixed Insurance Agent-Stevenson Ranch, CA, 91381-2206, Insurance Agent/Sales; 2 hours per month during trading hours; Start date: 12/2024.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28
• S63 Uniform Securities Agent State Law Examination
  1999-04-26

Other Names

• Ken Newberry
• Kenny Newberry
• Kenneth Newberry
• Kenneth William Newberry
• Kenneth William Newberry