James Novakovich, financial advisor Bonita Springs FL
71 score

James Novakovich

CRD Number: 4446227
Current Firm: Nova Wealth Management, Inc.

James Novakovich (CRD# 4446227) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Nova Wealth Management, Inc. Bonita Springs, FL Oct 2013 - Current 3
Nova Holdings LLC Bonita Springs, FL Apr 2013 - Current 3
Lpl Financial Bonita Springs, FL Dec 2011 - Current 5
Lpl Financial Bonita Springs, FL Dec 2011 - Nov 2013 1
Aj Vending Bonita Springs, FL Dec 2011 - Jan 2012 < 1
Fifth Third Securities Cleveland, OH Mar 2003 - Dec 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James P. Novakovich
Phone Number: 239-444-1794
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $214,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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BADGES
71

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