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Nathan R Novotny

Edward Jones

Prince Frederick, MD

CRD 7033263

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

100 Harrow Lane Suite 103, Prince Frederick, MD 20678 • 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
Edward Jones St Louis MO 11/2018 Present
Bob Hall Llc Upper Marlboro MD 08/2000 10/2018
  • 11/2018 → Present
    St Louis, MO
  • 08/2000 → 10/2018
    Bob Hall Llc
    Upper Marlboro, MD
Other Businesses

residential rental property Type of business: real estate rental bryans road, MD Start date: 4/4/2014 owner Hours per week: 1 Hours during trading: 1 Desc: owner-general rental property management duties as needed. Kesler - Finn LLC Type of business: Real Estate Huntingtown, MD Start date: 7/3/2023 Vice President / Joint Owner Hours per week: 1 Hours during trading: 0 Desc: Providing consultation on the acquisition and leasing of various types of real estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-05
  • S66 Uniform Combined State Law Examination
    2019-01-05
Other Names
  • Nathan Robert Novotny
  • Nate Robert Novotny

View on SEC IAPD

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