Jamie Nowakowski, financial advisor Marlborough CT
93 score

Jamie Nowakowski

CRD Number: 4472043
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jamie Nowakowski (CRD# 4472043) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Marlborough, CT and has over 15 years of experience in the finance industry.

Similar Advisors
Timothy Baker, financial advisor Marlborough CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Harold Hartmann, financial advisor Marlborough CT
Harold H. Hartmann
CRD# 5580878
Sagepoint Financial, Inc.
Score
103
Similar Advisors
Donald Ratté, financial advisor Marlborough CT
Donald E. Ratté
CRD# 2335156
Ameriprise Financial Services, Inc.
Score
103
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Uncasville, CT Jul 2012 - Current 4
Cco Investment Services Corp Mystic, CT Oct 2006 - Jul 2012 5
Sovereign Bank Plainville, CT Jan 2006 - Oct 2006 < 1
Ifmg Securities Inc. Plainville, CT Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Jamie T. Nowakowski
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jamie Nowakowski and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.