Juan Pablo Novoa

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 11/2018
  Thrivent Investment Management Inc
  Boca Raton, FL
• 03/2007 → 11/2018
  Thrivent Financial For Lutherans
  Appleton, WI
• 12/2018 → Present
  Planmember Securities Corporation
  Carpintera, CA
• 12/2018 → Present
  Bencor Dba Benefits Retirement Group
  Fort Lauderdale, FL
• 12/2018 → Present
  U.S. Retirement Partners
  Iseling, NJ

Previous Registrations

• 2016-09-09 → 2018-11-26
  Thrivent Investment Management Inc.
  Heathrow, FL
  Boca Raton, FL

Other Businesses

1) Bencor dba Benefits Retirement Group also dba Daybright Financial -800 E. Cypress Creek Rd, Ste 300, Ft. Lauderdale, FL 33334; Investment related; 401(a) sick and/or vacation pay plans sales & services; Independent Agent; Start date 12/18; 160 hrs/mnth & during trading. 2) U.S. Retirement Partners (USRP)-99 Wood Ave South, Ste. 501, Iseling, NJ 08830; Investment related; Retirement planning & insurance sales & svcs; Independent Retirement Planning Specialist/Agent; Start date 12/18; DBA name only.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-07

Other Names

• John Novoa
• Juan Pablo Novoa
• Juan P Novoa Castro
• Juan Pablo Novoa Castro