Jane Nowak, financial advisor Smyrna GA
93 score

Jane Nowak

CRD Number: 5498865
Current Firm: Wealth And Pension Services Group Inc.

Jane Nowak (CRD# 5498865) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth & Pension Services Group, Inc. Smyrna, GA Jun 2011 - Current 5
Triad Advisors, Inc. Norcross, GA Jun 2009 - Current 7
Kring Financial Management Smyrna, GA Feb 2008 - Jun 2011 3
Bellsouth/at&t Atlanta, GA Jun 1978 - Feb 2008 29
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Jane B. Nowak
Phone Number: (770) 333-0113
Firm Website: http://www.uvezt.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $343,022
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IN, NC, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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