Jane NowakCRD 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.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Wealth & Pension Services Group, Inc.||Smyrna, GA||Jun 2011 - Current||6|
|Triad Advisors, Inc.||Norcross, GA||Jun 2009 - Current||8|
|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|
Total Assets Under Management284MILLIONS
Total Number of Accounts829ACCOUNTS
Average Account Value$343,022
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, NC, TN, TX