Unclaimed Profile

John Kenneth Whitehead

PW NOVA FINANCIAL SERVICES LLC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record25 years registeredPW NOVA FINANCIAL SERVICES LLC

201 SOUTH STATE ST., NEWTOWN, PA 18940CRD# 2198120Firm CRD# 333595

Profile Verification

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

Identity

John Kenneth Whitehead · NEWTOWN, PA

Registration

CRD #2198120 · PW NOVA FINANCIAL SERVICES LLC · 25 years registered

Brand Profile

Not yet started

Career History

PW NOVA FINANCIAL SERVICES LLC

Jan 2025 – present

JMAC ENTERPRISES LLC

Mar 2021 – Apr 2025

Miami Beach, FL

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2018 – Apr 2021

MIAMI BEACH, FL

WELLS FARGO CLEARING SERVICES, LLC

Jul 2003 – Mar 2018

YARDLEY, PA

PRUDENTIAL SECURITIES INCORPORATED

Oct 2000 – Jul 2003

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · October 6, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PW NOVA FINANCIAL SERVICES LLC

CRD 333595 · SEC 801-131527

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by PW NOVA FINANCIAL SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PW NOVA FINANCIAL SERVICES LLC →

Introduction

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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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