linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Peter Novakovich

Nova Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Peter Novakovich

James Peter Novakovich is a financial advisor with Nova Wealth Management, Inc. located in Bonita Springs, FL. James has been in the financial industry since 2001 and has a strong background in providing financial planning and portfolio management services. James holds the Series 7 and Series 66 securities licenses and has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. James is also the owner of Hibernation Haven Rental, LLC and Nova Family Holdings, LLC.

Firm Information

James Novakovich is currently registered with Nova Wealth Management, Inc.. Nova Wealth Management, Inc. is a Bonita Springs, Florida-based firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $152,170,205 in assets for 623 clients. They offer a wrap fee program and have 7 licensed agents, 5 investment advisor representatives, and 1 registered representative.
Nova Wealth Management, Inc.

24311 WALDEN CENTER DR

BONITA SPRINGS, FL 34134

$152.17M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Novakovich’s Registration & Firm History

FL

11/16/2022 - Present

Nova Wealth Management, Inc. (BONITA SPRINGS FL)

FL

12/19/2011 - 12/31/2015

LPL FINANCIAL LLC (BONITA SPRINGS FL)

FL

03/04/2003 - 12/22/2011

FIFTH THIRD SECURITIES, INC. (ESTERO FL)

MN

12/12/2001 - 08/04/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/12/2001 - 08/04/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if James Peter Novakovich is right for you?

Licenses & Designations

BOTH

Issued 05/07/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Peter Novakovich. Review regulatory record here.
Not sure if James Peter Novakovich is right for you?