DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

JACOB EDWARD NEWCOMER

Advisor at CHICORY WEALTH

DECATUR, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a83dedc-8295-5d35-bb03-a38659eec4bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 22, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jacob Edward Newcomer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHICORY WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 24, 2016
First registration: Nov 22, 2016
Dual registered: no
IAPD individual key: 6526049

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHICORY WEALTH	Independent wealth	Jan 30, 2018	n/a	yes	DECATUR, GA	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 22, 2016	Jan 10, 2018	no	DECATUR, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	CHICORY WEALTH	Jan 10, 2018	Jan 30, 2018	20	Firm change	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:290887:GA:2018-01-08	Jan 10, 2018	Jan 30, 2018	DECATUR, GA	Firm change

Relationships

Registered with (2)

→ CHICORY WEALTHRegistered adviserregistration: current employment
Jan 30, 2018 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 22, 2016 to Jan 10, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a83dedc-8295-5d35-bb03-a38659eec4bd
First observed: Nov 22, 2016
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACOB EDWARD NEWCOMER

Advisor at CHICORY WEALTH

DECATUR, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a83dedc-8295-5d35-bb03-a38659eec4bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHICORY WEALTH

Independent wealth

Jan 30, 2018

n/a

yes

DECATUR, GA

Current employment

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Nov 22, 2016

Jan 10, 2018

DECATUR, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

CHICORY WEALTH

Jan 10, 2018

Jan 30, 2018

Firm change

Ibd to new firm

Team

Left

Joined

From

Kind

6363:290887:GA:2018-01-08

Jan 10, 2018

Jan 30, 2018

DECATUR, GA

Firm change