Jacob Newcomer has been Financial Advisor of M. Kulyk & Associates since July 2020, is not listed as a control person, but directly owns between 5% and 10% of the firm.
M. Kulyk & Associates, LLC is a firm with $840M under management, 549 clients and 12 advisers across 11 offices, as of its July 2026 filing.
Jacob Newcomer is Financial Advisor, Partner of Chicory Wealth. He was formerly a Financial Analyst at Siemens Industry Inc., working in accounting and finance roles, and became a financial planner at Maggie Kulyk and Associates in 2015, now Chicory Wealth since 2018. At Chicory Wealth he meets with clients and constructs, analyzes and maintains financial plans.
Jacob Newcomer’s longest registration is the current one, 8 years at M. Kulyk & Associates since 2018. Before joining M. Kulyk & Associates in 2018, Jacob Newcomer was registered through Ameriprise Financial Services, Inc.
- Ameriprise Financial Services, Inc.– · 1 yearDecatur, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by M. Kulyk & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Newcomer is registered as an investment adviser representative in Georgia, since January 2018.
- GeorgiaSince 30 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 October 2016 |
| Series 7 | General Securities Representative Examination | 2 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Edward Newcomer
- CRD
- 6526049
- Firm
- M. Kulyk & Associates · CRD 290887
- Role
- Financial Advisor
- Office
- Decatur, GA
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicorywealth.com
Where does Jacob Newcomer work?
Jacob Newcomer has been Financial Advisor of M. Kulyk & Associates, LLC since July 2020.
Is Jacob Newcomer a financial advisor?
Yes. Jacob Newcomer has a current investment-adviser registration in Georgia, through M. Kulyk & Associates since January 2018.
How many years of experience does Jacob Newcomer have?
Jacob Newcomer has 10 years in the financial industry, since December 2015, across 2 adviser firms.
What exams has Jacob Newcomer passed?
Jacob Newcomer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Jacob Newcomer with the SIE, which began in October 2018.
Where did Jacob Newcomer work before M. Kulyk & Associates?
Before M. Kulyk & Associates, Jacob Newcomer was registered through Ameriprise Financial Services, Inc., November 2016 to January 2018.
Where is Jacob Newcomer based?
Jacob Newcomer’s registered office is in Decatur, GA.
Is Jacob Newcomer registered with FINRA?
No. Jacob Newcomer has no current broker registration.
Is Jacob Newcomer a CFP?
M. Kulyk & Associates lists Jacob Newcomer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Newcomer’s record?
Search CRD 6526049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Newcomer’s full registration record.
- James HadawayChief Compliance Officer
Max KulykCEO/Founder
Mary ShaltisOwner/Executive/Senior/Financial Planner
Daniel McNabbPortfolio Manager- Daniel KirslisFinancial Advisor