Jeff Newburn has been an investment adviser representative at Plan2Thrive Financial since December 2021, and is not listed among the firm’s executive officers or direct owners.
Plan2thrive Financial, LLC is an Eldridge, IA firm with $148M under management, 245 clients and 3 advisers in one office, as of its February 2026 filing.
Jeff Newburn is a Certified Financial Planner at Plan2Thrive Financial. He has 25 years of experience in helping clients with retirement transitions and specializes in helping clients fulfill their philanthropic ambitions.
Jeff Newburn’s longest registration was 11 years at LPL Financial LLC (2010–2021). Before joining Plan2Thrive Financial in 2021, Jeff Newburn was registered through Plan2thrive Financial Services and LPL Financial LLC.
- Plan2thrive FinancialCurrent– present · 4 yearsEldridge, IA · Adviser representative · Firm CRD 317005
- Plan2thrive Financial Services– · 11 yearsDavenport, IA · Adviser representative · Firm CRD 155015
- LPL Financial LLC– · 11 yearsDavenport, IA · Adviser representative · Firm CRD 6413
- Securian Financial Services, Inc.– · 3 yearsDavenport, IA · Adviser representative · Firm CRD 15296
Professional designations
Listed by Plan2Thrive Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeff Newburn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2021; the most recent is Texas, in March 2023.
- IowaSince 10 December 2021
- TexasResidentSince 22 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 November 2010 |
| Series 7 | General Securities Representative Examination | 29 January 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeff D Newburn
- CRD
- 4326177
- Firm
- Plan2Thrive Financial · CRD 317005
- Office
- 220 W DAVENPORT ST, Eldridge, IA 52748
- Registration
- Investment adviser registration
- In the industry since
- January 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- plan2thrivefs.com
Where does Jeff Newburn work?
Jeff Newburn is an investment adviser representative registered through Plan2thrive Financial, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeff Newburn a financial advisor?
Yes. Jeff Newburn has a current investment-adviser registration in Iowa and Texas, through Plan2Thrive Financial since December 2021.
How many years of experience does Jeff Newburn have?
Jeff Newburn has 25 years in the financial industry, since January 2001, across 4 adviser firms.
What exams has Jeff Newburn passed?
Jeff Newburn has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in December 2000. FINRA credited Jeff Newburn with the SIE, which began in October 2018.
Where did Jeff Newburn work before Plan2Thrive Financial?
Before Plan2Thrive Financial, Jeff Newburn was registered through Securian Financial Services, Inc., January 2007 to October 2010.
Where is Jeff Newburn based?
Jeff Newburn’s registered office is in Eldridge, IA.
Is Jeff Newburn registered with FINRA?
No. Jeff Newburn has no current broker registration.
Is Jeff Newburn a CFP?
Plan2Thrive Financial lists Jeff Newburn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeff Newburn’s record?
Search CRD 4326177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeff Newburn’s full registration record.
