Jacob
Newcomb
Mariner Wealth
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About this Advisor
Jacob Newcomb is a financial advisor based in Gulf Breeze, Florida, working with Mariner Wealth. Jacob has previously held positions at Blackwood Financial Group, Warren Averett, Buffalo Rock Company, Full Time Education, Guardian Life Insurance, Park Avenue Securities, Guardian Life Insurance Company, and Mariner. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jacob is part of Mariner Wealth, which operates out of Gulf Breeze, Florida. The firm has 115 offices and 1,503 employees. Mariner Wealth manages assets totaling $98.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$98,603,233,201
1,503
155,767
$633,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jacob Newcomb Work History
Mariner
Guardian Life Insurance Company
Park Avenue Securities
Blackwood Financial Group
Guardian Life Insurance
Park Avenue Securities
Warren Averett
Buffalo Rock Company
Warren Averett
Buffalo Rock Company
Full Time Education
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 Mariner Wealth
Los Angeles, CA
Cincinnati, OH
Lanham, MD
Sacramento, CA
Bethlehem, PA
Littleton, CO
Saint Louis, MO
Tulsa, OK
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