Jeanne Klouda, financial advisor Tucson AZ
78 score

Jeanne Klouda

CRD Number: 5961864
Current Firm: Nova Financial & Insurance Services

Jeanne Klouda (CRD# 5961864) is an Investment Advisor Representative working at Nova Financial & Insurance Services in Tucson, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nova Financial, LLC Tucson, AZ Mar 2016 - Current < 1
Mutual Securities, Inc. Camarillo, CA Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Tucson, AZ Jul 2011 - Mar 2016 4
Unemployed Tucson, AZ May 2010 - Jul 2011 1
Raytheon Missile Systems Tucson, AZ Mar 1994 - Apr 2010 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeanne A. Klouda
Phone Number: 520-745-5555
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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