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John Kenneth Whitehead

PW NOVA FINANCIAL SERVICES LLC·NEWTOWN, Pennsylvania
Unclaimed Profile
201 SOUTH STATE ST., NEWTOWN, PA 18940CRD# 2198120Firm CRD# 333595
01

About

John Kenneth Whitehead is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with PW NOVA FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PW NOVA FINANCIAL SERVICES LLC
JW NOVA WEALTH PARTNERS
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PW NOVA FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2198120
Firm CRD# 333595
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Kenneth Whitehead offer?
John Kenneth Whitehead specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are John Kenneth Whitehead's credentials?
John Kenneth Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Kenneth Whitehead located?
John Kenneth Whitehead is based in NEWTOWN, Pennsylvania, working with PW NOVA FINANCIAL SERVICES LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does John Kenneth Whitehead charge for services?
John Kenneth Whitehead's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PW NOVA FINANCIAL SERVICES LLC?
PW NOVA FINANCIAL SERVICES LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWTOWN
Mark Steven Criscitello — PRECIDIAN FUNDS LLCJohn Stuart Thomas — PRECIDIAN FUNDS LLCIan Andrew Foster — INNOVA WEALTH PARTNERS, LLCWilliam Haywood Bromley — INNOVA WEALTH PARTNERS, LLCDaniel Mccabe — PRECIDIAN FUNDS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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