James Novakovich, financial advisor Bonita Springs FL

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 21 years of experience in the finance industry.

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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
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James P. Novakovich
Phone Number: 239-444-1794
Registered State(s):
  • CA
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    623
    ACCOUNTS
  • Average Account Value
    $244,254
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
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, NJ, NY, OH, TX, WI

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