Jennifer
Newman
Vicus Capital, Inc
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About this Advisor
Jennifer Newman is a financial advisor operating out of State College, Pennsylvania who has 9 years of industry experience. Newman currently works for Vicus Capital, Inc. The advisor has gained experience at Walnut Street Securities Inc, Cetera Advisor Networks LLC and Vicus Capital, Inc (Formerly Pfg Financial Advisors). Newman maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Pennsylvania and Texas. Vicus Capital, Inc is a registered investment company that has its headquarters in State College, PA. The investment advisory business has offices in 40 locations and a total of 87 people on staff. It has $2 billion in total assets across its 8,080 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises two charitable organizations. Of its 8,080 client accounts, 30% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which services are provided. However, fee types charged by Vicus Capital, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,014,773,022
87
8,080
$249,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jennifer Newman Work History
Jennifer has been registered as a financial advisor for 9 years.*
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Cetera Advisor Networks LLC
Walnut Street Securities Inc
*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 Jennifer Newman 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 Vicus Capital, Inc
Bridgewater, NJ
State College, PA
New York, NY
State College, PA
State College, PA
Lakewood, PA
Columbia, MD
State College, PA
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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