James Novakovich (CRD# 4446227) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 22 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
A2z Apparel 1776 LLC | Bonita Springs, FL | Mar 2023 - Current | 1 |
Nova Family Holdings, LLC | Bonita Springs, FL | Aug 2020 - Current | 3 |
Nova Wealth Management, Inc. | Bonita Springs, FL | Oct 2013 - Current | 10 |
Nova Holdings LLC | Bonita Springs, FL | Apr 2013 - Aug 2020 | 7 |
The Breakdown Skills Academy | Bonita Springs, FL | Mar 2019 - Jun 2019 | < 1 |
Envy Sports, Inc. | Bonita Springs, FL | Nov 2018 - Jun 2019 | < 1 |
Third Party Administrators Usa, Inc. | Bonita Springs, FL | Dec 2016 - Dec 2017 | 1 |
Lpl Financial | Bonita Springs, FL | Dec 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- FL
- NY
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Total Assets Under Management152MILLIONS
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Total Number of Accounts623ACCOUNTS
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Average Account Value$244,254
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, NJ, NY, OH, TX, WI
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