Joseph Michael Novatnack

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2016 → 10/2016
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2016 → 05/2017
  Randstad
  Malvern, PA
• 05/2017 → 05/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2018 → 12/2018
  Penn National Life Insurance
  Horsham, PA
• 12/2018 → 02/2019
  Unemployed
  Bloomsburg, PA
• 02/2019 → 06/2022
  Prudential Insurance Company Of America
  Dresher, PA
• 02/2019 → 06/2022
  Prudential Annuities Distributors
  Dresher, PA
• 09/2023 → Present
  Raymond James Financial Services
  Danville, PA
• 07/2022 → 09/2023
  Citi
  New Castle, DE
• 09/2023 → Present
  Fulton Bank
  Danville, PA
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Danville, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 616 Mill St, Danville, PA, 17821-1065, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2023-12-29
• S63 Uniform Securities Agent State Law Examination
  2017-12-27

Other Names

• Joe Michael Novatnack
• Joseph Novatnack
• Joseph Michael Novatnack