Unclaimed Profile

James Peter Novakovich

NOVA WEALTH MANAGEMENT, INC.·BONITA SPRINGS, Florida

SIE, Series 7, Series 6624 years registeredNOVA WEALTH MANAGEMENT, INC.

24311 WALDEN CENTER DR, BONITA SPRINGS, FL 34134CRD# 4446227Firm CRD# 169450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Peter Novakovich · BONITA SPRINGS, FL

Registration

CRD #4446227 · NOVA WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

NOVA WEALTH MANAGEMENT, INC.

Jan 2014 – present

LPL FINANCIAL LLC

Dec 2011 – Dec 2015

BONITA SPRINGS, FL

FIFTH THIRD SECURITIES, INC.

Feb 2005 – Dec 2011

ESTERO, FL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jan 2002 – Aug 2003

WILLOUGHBY, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 2, 2002

Years registered · 24

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NOVA WEALTH MANAGEMENT, INC.

CRD 169450 · SEC 801-128016

AUM

$152M

Regulatory assets under management

Employees

623 client accounts

Services offered by NOVA WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NOVA WEALTH MANAGEMENT, INC. →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BONITA SPRINGS?

Browse all registered financial advisors in BONITA SPRINGS, Florida or claim this profile if it's yours.

Browse BONITA SPRINGS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Peter Novakovich offer?

James Peter Novakovich specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are James Peter Novakovich's credentials?

James Peter Novakovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Peter Novakovich located?

James Peter Novakovich is based in BONITA SPRINGS, Florida, working with NOVA WEALTH MANAGEMENT, INC.. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does James Peter Novakovich charge for services?

James Peter Novakovich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVA WEALTH MANAGEMENT, INC.?

NOVA WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →