Jeremy
Newton

Triad Advisors LLC

CRD#4684844
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Jeremy Newton is a financial advisor operating out of Peachtree Corners, Georgia with 8 years of industry experience. Newton works at Triad Advisors LLC. Over the course of their career, they have held roles at Psi, Newfangled Networks, Synovus Securities, Inc, Triad Advisors, Inc and Giddyup Gear. Newton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Triad Advisors LLC is a registered investment company based in Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 people on staff. It controls $2 billion in total assets between its 10,769 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 10,769 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by Triad Advisors LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5155 Peachtree Parkway Suite 3220
Peachtree Corners, GA 30092

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

GA Average: $3,570,121,308
Total Number of Employees

1,629

GA Average: 58
Total Number of Accounts

10,769

GA Average: 1,608
Average Account Size

$208,816

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeremy Newton Work History

Jeremy has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Triad Advisors, Inc

2013 - Present (11 years)

Giddyup Gear

2014 - 2015 (1 year)

Synovus Securities, Inc

2013 - 2014 (1 year)

Psi

2013 - 2013 (< 1 year)

Newfangled Networks

*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 Jeremy Newton 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 Triad Advisors, LLC

Anietie Ijoma
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Michael Sinclair
Peachtree Corners, GA
Raymond Hines
Waycross, GA
Timothy Sperling
Scottsdale, AZ
Alex Lewellyn
Medford, OR
Allison Schaberg
Sugar Land, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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