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Gerald M Nowakowski

Earned Wealth Advisors, LLC

Medford, NJ

Walnut Creek, CA

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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-11
  • NJ RA
    APPROVED
    Since 2026-02-11

Branch Locations

Medford, NJ • United States

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • 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
Hartford Funds Distributors Radnor PA 06/2013 04/2022
Hartford Funds Management Company, Llc Radnor PA 05/2015 04/2022
Ubs Financial Services Weehawken NJ 04/2022 09/2024
Earned Wealth Advisors, Llc Walnut Creek CA 01/2026 Present
Source One Business Services, Inc. Ellicott City MD 07/2024 01/2026
  • 06/2013 → 04/2022
    Hartford Funds Distributors
    Radnor, PA
  • 05/2015 → 04/2022
    Hartford Funds Management Company, Llc
    Radnor, PA
  • 04/2022 → 09/2024
    Ubs Financial Services
    Weehawken, NJ
  • 01/2026 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
  • 07/2024 → 01/2026
    Source One Business Services, Inc.
    Ellicott City, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-21
S63 Uniform Securities Agent State Law Examination 2002-06-12
  • S66 Uniform Combined State Law Examination
    2005-01-21
  • S63 Uniform Securities Agent State Law Examination
    2002-06-12
Other Names
  • Jerry Nowakowski
  • Gerald Martin Nowakowski

View on SEC IAPD

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