Joseph Jiovenetta, financial advisor Coral Springs FL
83 score

Joseph Jiovenetta

CRD Number: 1242350
Current Firm: Valmark Advisers, Inc.

Joseph Jiovenetta (CRD# 1242350) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Coral Springs, FL and has over 27 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Coral Springs FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Coral Springs FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Coral Springs FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH May 2010 - Current 6
Valmark Advisers, Inc. Akron, OH May 2010 - Current 6
Lpl Financial Corp Parkland, FL Feb 2008 - May 2010 2
Valmark Advisers, Inc. Deerfield Beach, FL Jul 1999 - Feb 2008 8
Valmark Securities, Inc. Deerfield Beach, FL Oct 1997 - Feb 2008 10
Minnesota Mutual Life St Paul, MN Dec 1994 - Feb 2008 13
Equitable Life Of Iowa Des Moines, IA Aug 1991 - Feb 2008 16
Jiovenetta & Assoc Inc. Ft Laud, FL Jul 1987 - Feb 2008 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Sep 1998
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph A. Jiovenetta
Phone Number: 800-765-5201
Registered State(s):
  • CA
  • FL
  • GA
  • LA
  • WA
  • CO
  • IA
  • NV
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.