Unclaimed Profile

Jill Novak

HUMAN INVESTING, LLC·LAKE OSWEGO, Oregon

Clean recordHUMAN INVESTING, LLC

6000 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 6569854Firm CRD# 133017

Profile Verification

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

Identity

Jill Novak · LAKE OSWEGO, OR

Registration

CRD #6569854 · HUMAN INVESTING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jill Novak is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with HUMAN INVESTING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HUMAN INVESTING, LLC

HUMAN INVESTING

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUMAN INVESTING, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6569854

Firm CRD# 133017

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jill Novak offer?

Jill Novak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Jill Novak's credentials?

Jill Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Novak located?

Jill Novak is based in LAKE OSWEGO, Oregon, working with HUMAN INVESTING, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Jill Novak charge for services?

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

How large is HUMAN INVESTING, LLC?

HUMAN INVESTING, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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