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James Peter Novakovich

Nova Wealth Management, Inc.

Bonita Springs, FL

CRD 4446227

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Employer firm

Nova Wealth Management, Inc. CRD 169450

$248M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Nova Wealth Management, Inc.

24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
NY RA APPROVED 2022-11-16
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • NY RA
    APPROVED
    Since 2022-11-16

Branch Locations

24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nova Wealth Management, Inc. Bonita Springs FL 10/2013 Present
Nova Holdings Llc Bonita Springs FL 04/2013 08/2020
The Breakdown Skills Academy Bonita Springs FL 03/2019 06/2019
Envy Sports, Inc. Bonita Springs FL 11/2018 06/2019
Third Party Administrators Usa, Inc. Bonita Springs FL 12/2016 12/2017
Nova Family Holdings, Llc Bonita Springs FL 08/2020 09/2023
A2Z Apparel 1776 Llc Bonita Springs FL 03/2023 09/2024
Hibernation Haven Rentals Naples FL 10/2020 Present
Nova Tax Advisors Bonita Springs FL 09/2025 Present
  • 10/2013 → Present
    Bonita Springs, FL
  • 04/2013 → 08/2020
    Nova Holdings Llc
    Bonita Springs, FL
  • 03/2019 → 06/2019
    The Breakdown Skills Academy
    Bonita Springs, FL
  • 11/2018 → 06/2019
    Envy Sports, Inc.
    Bonita Springs, FL
  • 12/2016 → 12/2017
    Third Party Administrators Usa, Inc.
    Bonita Springs, FL
  • 08/2020 → 09/2023
    Nova Family Holdings, Llc
    Bonita Springs, FL
  • 03/2023 → 09/2024
    A2Z Apparel 1776 Llc
    Bonita Springs, FL
  • 10/2020 → Present
    Hibernation Haven Rentals
    Naples, FL
  • 09/2025 → Present
    Nova Tax Advisors
    Bonita Springs, FL
Previous Registrations
Other Businesses

08/2020 Hibernation Haven Rental, LLC. Owner, 2 hours per week not trading hours. Oversee rental property. 09/2025 - NOVA TAX ADVISORS - 2 HOURS PER WEEK NOT TRADING - TAX PLANNING Megastar Advisors; 24311 WALDEN CENTER DR SUITE 200 Bonita Springs FL 34134 United States; 2021-07-01; Insurance Agent; Is the business investment related: Yes; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5; A2Z Apparel 1776 LLC; 24311 Walden Center Dr, Suite 200, Bonita Springs, FL 34134; 3-14-2023; T-shirt printing; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-07
  • S66 Uniform Combined State Law Examination
    2002-05-07
Other Names
  • Jim Novakovich

View on SEC IAPD

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