Lasalle St. Investment Advisors
19yrs
More experience than 58% of advisors nationwide
3yrs
Jack Newcomer
Financial advisor at Allworth Financial
Based in Inidanapolis, Indiana, Jack Newcomer is a fiduciary financial advisor with 3 years of industry experience. Jack has been with Allworth Financial since 2024; before that, Jack spent a year at Wealthpoint Advisors. Allworth Financial offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and performance-based fees.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office8801 River Crossing Blvd Suite 100, Inidanapolis, IN 46240
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.12 million
Advisors at the firm319
States licensed ?1 state
Services through Allworth Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowAllworth Financial, L.P.Current firm
- Sep 2023 – Dec 2024Wealthpoint Advisors LLCPreviously
Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Allworth Financial at 916-482-2196 and ask for Jack Newcomer. Jack works from the Inidanapolis, IN office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Allworth Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.