William NovotnyCRD Number: 5461599
Current Firm: J.p. Morgan Securities LLC
William Novotny (CRD# 5461599) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Current||5|
|State Of Ohio||Blacklick, OH||Nov 2012 - Feb 2014||1|
|Chase Investment Services Corp.||Columbus, OH||May 2012 - Oct 2012||< 1|
|Jp Morgan Chase Bank||Columbus, OH||Jun 2011 - May 2012||< 1|
|Chase Investment Services Corp||Columbus, OH||Dec 2007 - Jun 2011||3|
|Jpmorgan Chase Bank Na||Columbus, OH||Dec 2007 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY