James Novakovich has been President of Nova Wealth Management since November 2013, is a control person of the firm and directly owns between 50% and 75% of it.
Nova Wealth Management, Inc. is a Bonita Springs, FL firm with $248M under management, 268 clients and 7 advisers across 3 offices, as of its March 2026 filing.
James Novakovich is Co-Founder & Wealth Advisor of Nova Wealth Management. He has nearly 25 years of experience in wealth management, financial planning and investment strategy. He started his career in institutional banking, and in 2011 he and his wife, Amy, launched Nova.
James Novakovich’s longest registration is the current one, 12 years at Nova Wealth Management since 2014. Before joining Nova Wealth Management in 2014, James Novakovich was registered through LPL Financial LLC and Fifth Third Securities, Inc.
- Nova Wealth Management, Inc.Current– present · 12 yearsBonita Springs, FL · Adviser representative · Firm CRD 169450
- LPL Financial LLC– · 4 yearsBonita Springs, FL · Adviser representative · Firm CRD 6413
- Fifth Third Securities, Inc.– · 6 yearsEstero, FL · Adviser representative · Firm CRD 628
- American Express Financial Advisors, Inc.– · 1 yearWilloughby , OH · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
James Novakovich is registered as an investment adviser representative in 3 states. The first approvals date from January 2014; the most recent is California, in January 2023.
- CaliforniaSince 12 January 2023
- FloridaSince 27 January 2014
- New YorkSince 16 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 May 2002 |
| Series 7 | General Securities Representative Examination | 11 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Peter Novakovich
- CRD
- 4446227
- Firm
- Nova Wealth Management · CRD 169450
- Role
- President
- Office
- 24311 WALDEN CENTER DR, SUITE 200, Bonita Springs, FL 34134
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- novawealthmanagement.com
Where does James Novakovich work?
James Novakovich has been President of Nova Wealth Management, Inc. since November 2013, and is a control person of the firm.
Is James Novakovich a financial advisor?
Yes. James Novakovich has a current investment-adviser registration in California, Florida and New York, through Nova Wealth Management since January 2014.
How many years of experience does James Novakovich have?
James Novakovich has 23 years in the financial industry, since July 2003, across 4 adviser firms.
What exams has James Novakovich passed?
James Novakovich has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2001. FINRA credited James Novakovich with the SIE, which began in October 2018.
Where did James Novakovich work before Nova Wealth Management?
Before Nova Wealth Management, James Novakovich was registered through Fifth Third Securities, Inc., February 2005 to December 2011; American Express Financial Advisors, Inc., January 2002 to August 2003.
Where is James Novakovich based?
James Novakovich’s registered office is in Bonita Springs, FL.
Is James Novakovich registered with FINRA?
No. James Novakovich has no current broker registration.
How can I verify James Novakovich’s record?
Search CRD 4446227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Novakovich’s full registration record.
