Unclaimed
Jennifer Novak is a financial advisor with over 16 years of experience in the industry. Jennifer has been with J.P. Morgan Institutional Investments Inc. since 2002. Jennifer holds Series 3, 7, 30, and 63 licenses and is registered with FINRA and the state of Ohio. Jennifer is also a registered principal for J.P. Morgan Institutional Investments Inc. Jennifer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
OH
03/14/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
TX
01/30/2002 - 10/06/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (HOUSTON TX)
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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