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Jason R. Newcomb, CFP®, President

Steven Jones

Ronald J. Garutti Jr., CFP® >

Karen M. Kaye

Jason R. Newcomb, CFP®, President
In 1994, after receiving his BS degree from Cook College at Rutgers University, Jason joined Madison Financial Group (MFG).  At graduation, he received the prestigious “Leadership Excellence” Award.  After a six month internship and a year as an associate, Jason was promoted to Director of Client Services.

Jason obtained his CERTIFIED FINANCIAL PLANNERTM certification in 1997 and continues to maintain that certification with continuing education credits earned annually.  He is a member of the Financial Planning Association on both the national and state levels, and regularly attends financial planning seminars and conferences to keep current on the many aspects of comprehensive financial planning.

He became a partner of MFG in 1998 and continued to direct client services while helping to maintain the firm’s clientele. Jason is now President of Newroads Financial Group, which he co-founded in 2003 with his partner, Steven Jones, CFP®.  As President, Jason manages the day-to-day operations of the firm, while continuing to oversee the firm’s clients and their ongoing financial planning concerns.

Jason, his wife, Debbie, and their two children, Jenna and Sean, live in Annandale, New Jersey where they are both very active in their community.

Email - jnewcomb@newroadsfinancial.com

Registered Representative (and Investment Advisor Representative), Securian Financial Services, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 
 


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