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Jeremy Caleb Newton

Cosner Financial Group, LLC

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About Jeremy Caleb Newton

Jeremy Caleb Newton is an investment advisor representative at Cosner Financial Group, LLC. Jeremy has been in the financial services industry since December 2007. Jeremy is registered with the state of Colorado and the state of Texas. Jeremy has passed the Series 63, Series 65, and Series 6, Series 7TO, and SIE exams.

Firm Information

Jeremy Newton is currently registered with Cosner Financial Group, LLC. Cosner Financial Group, LLC is a registered investment advisor located in Windsor, CO. The firm provides financial planning, portfolio management for individuals and businesses. Cosner Financial Group, LLC manages approximately $272,915,787 in regulatory assets under management. The firm has 1 licensed agent, 5 investment adviser representatives, and 1 registered representative. The firm offers wrap fee programs.
Cosner Financial Group, LLC

628 MAIN ST

WINDSOR, CO 80550

$272.92M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Newton’s Registration & Firm History

CO

01/06/2014 - Present

Cosner Financial Group, LLC (WINDSOR CO)

TX

06/02/2011 - 08/23/2024

TRIAD ADVISORS LLC (MIDLAND TX)

TX

12/04/2007 - 06/03/2011

NATIONAL PLANNING CORPORATION (MIDLAND TX)

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Licenses & Designations

IA

Issued 08/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Caleb Newton.
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