Joseph Barre Novak

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 09/2016 → Present
  St. Petersburg Aquatics
  Saint Petersburg, FL
• 01/2016 → Present
  Raymond James & Associate
  Saint Petersburg, FL
• 08/2019 → 06/2026
  Admiral Farragut Academy
  Saint Petersburg, FL
• 01/2020 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-03