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Jonathan Singer Novy

Ritholtz Wealth Management

New York, NY

Northbrook, IL

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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-12-04
  • IL RA
    APPROVED
    Since 2017-12-04

Branch Locations

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

401 Huehl Road 1D, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Partners Northbrook IL 12/2015 12/2017
Lpl Financial Llc Northbrook IL 11/2015 12/2017
Sheridan Road Advisors, Llc Northbrook IL 07/2016 12/2017
Ritholtz Wealth Management New York NY 12/2017 Present
Rwm Insurance Services, Llc Chicago IL 03/2018 Present
  • 12/2015 → 12/2017
    Independent Financial Partners
    Northbrook, IL
  • 11/2015 → 12/2017
    Lpl Financial Llc
    Northbrook, IL
  • 07/2016 → 12/2017
    Sheridan Road Advisors, Llc
    Northbrook, IL
  • 12/2017 → Present
    Ritholtz Wealth Management
    New York, NY
  • 03/2018 → Present
    Rwm Insurance Services, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-19
  • S66 Uniform Combined State Law Examination
    2007-03-19
Other Names
  • Jonathan Novy

View on SEC IAPD

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BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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