Jacob
Newcomb
Park Avenue Securities LLC
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About this Advisor
Jacob Newcomb is a financial advisor operating in Pensacola, Florida with a total of 2 years of relevant experience. Newcomb is an employee of Park Avenue Securities LLC. Throughout their career, Newcomb has worked at Blackwood Financial Group, Warren Averett, Buffalo Rock Company, Full Time Education, Motivated Movers, Guardian Life Insurance and Park Avenue Securities. Newcomb has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Arizona, Florida, Georgia, Indiana, Mississippi, Missouri, Nebraska, New Mexico and Ohio. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It controls $10 billion in total assets between its 57,359 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 57,359 accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Park Avenue Securities LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jacob Newcomb Work History
Jacob has been registered as a financial advisor for 2 years.*
Guardian Life Insurance
Park Avenue Securities
Blackwood Financial Group
Warren Averett
Buffalo Rock Company
Warren Averett
Buffalo Rock Company
Motivated Movers
Full Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Newcomb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Warwick, NY
Alpharetta, GA
Claremont, CA
New York, NY
Port Chester, NY
Portsmouth, NH
Cincinnati, OH
Liberty Hill, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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