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John Kevin Jovanovich

LPl Financial LLC

Honolulu, HI

CRD 2397378

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-05
CA RA APPROVED 2017-11-29
HI RA APPROVED 2017-11-29
  • TX RA
    APPROVED_RES
    Since 2020-03-05
  • CA RA
    APPROVED
    Since 2017-11-29
  • HI RA
    APPROVED
    Since 2017-11-29

Branch Locations

1585 Kapiolani Blvd Ste 1604, Honolulu, HI 96814 • 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
National Planning Corporation Honolulu HI 02/2009 11/2017
Lpl Financial Llc Honolulu HI 11/2017 Present
  • 02/2009 → 11/2017
    National Planning Corporation
    Honolulu, HI
  • 11/2017 → Present
    Honolulu, HI
Previous Registrations
  • 2009-02-12 → 2017-11-29
    National Planning Corporation
    Honolulu, HI
    Los Angeles, CA
  • 2005-11-10 → 2009-02-11
    Osaic Services, Inc.
    Phoenix, AZ
    Honolulu, HI
  • 2002-09-25 → 2005-11-08
    Janell A. Israel And Associates Ltd
    Honolulu, HI
Other Businesses

1. 11/29/2017 - GBF Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - INSURANCE AGENT - Started 12/17/2008 - 20 Hours Per Month - Time Spent 5% - Life, Disability, Long Term. 2. 09/26/2022 - Pacific Financial Navigators - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner/Member - Started 01/02/2020 - 20 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-04
S63 Uniform Securities Agent State Law Examination 1993-11-06
  • S65 Uniform Investment Adviser Law Examination
    1995-02-04
  • S63 Uniform Securities Agent State Law Examination
    1993-11-06

View on SEC IAPD

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