Trivium Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Trivium Wealth Advisors
Team photo for Trivium Wealth Advisors

View Larger

Advisors

Advisor photo for Jacob Steinhart

Jacob Steinhart

APMA®

Financial Advisor

Franchise Owner
Visit Jacob Steinhart's website


Team

Jonathan Newton APMA™

Jonathan Newton APMA™

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Jon grew up in Evansville, attending North High School, Murray State and the University of Southern Indiana. Jon joined Jacob’s team at Ameriprise in August of 2024. In his free time, he enjoys spending time with his son Maxwell, training martial arts, and watching the Saint Louis Cardinals and Indianapolis Colts.

Qualifications

  • Accredited Portfolio Management Advisor

Roles & Responsibilities

  • Jon's job is to work with each wealth management client to create portfolio solutions that align with their unique goals.
  • Jon believes that by taking an individualized approach we can more closely align portfolio results to client needs over time.
View more