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Inactive

Jacob Joseph Newlin

Drake & Associates, LLC

Waukesha, WI

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Current Employers
Drake & Associates, Llc

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-11
  • WI RA
    APPROVED
    Since 2025-09-11

Branch Locations

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones La Crosse WI 04/2024 05/2025
Jimmy Johns La Crosse WI 09/2023 04/2024
Vino Ect. Oconomowoc WI 06/2023 09/2023
Waukesha Painting Waukesha WI 06/2022 06/2023
University Of Wisconsin-La Crosse La Crosse WI 08/2021 05/2025
Drake & Associates, Llc Waukesha WI 06/2025 Present
Arrowhead Highschool Hartland WI 09/2017 05/2021
Unemployed Nashotah WI 05/2015 09/2017
  • 04/2024 → 05/2025
    Edward Jones
    La Crosse, WI
  • 09/2023 → 04/2024
    Jimmy Johns
    La Crosse, WI
  • 06/2023 → 09/2023
    Vino Ect.
    Oconomowoc, WI
  • 06/2022 → 06/2023
    Waukesha Painting
    Waukesha, WI
  • 08/2021 → 05/2025
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 06/2025 → Present
    Drake & Associates, Llc
    Waukesha, WI
  • 09/2017 → 05/2021
    Arrowhead Highschool
    Hartland, WI
  • 05/2015 → 09/2017
    Unemployed
    Nashotah, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11

View on SEC IAPD

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OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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