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Jacob Nicholas Petrick

Innovia Wealth, LLC

Grand Rapids, MI

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Current Employers
Innovia Wealth, Llc

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-03
  • MI RA
    APPROVED
    Since 2025-09-03

Branch Locations

171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • 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
Plante Moran Financial Advisors Kalamazoo MI 08/2022 07/2025
None Muskegon MI 08/2021 08/2022
Plante Moran Financial Advisors Kalamazoo MI 06/2021 08/2021
Kellogg's Grand Rapids MI 10/2020 05/2021
Alliance Beverage Muskegon MI 06/2020 10/2020
Lee's Famous Recipe Muskegon MI 06/2020 08/2020
N/A Muskegon MI 08/2019 06/2020
Reeths-Puffer Schools Muskegon MI 01/2013 06/2017
Muskegon Community College Muskegon MI 08/2017 08/2019
Western Michigan University Kalamazoo MI 08/2019 12/2021
Innovia Wealth Grand Rapids MI 07/2025 Present
  • 08/2022 → 07/2025
    Plante Moran Financial Advisors
    Kalamazoo, MI
  • 08/2021 → 08/2022
    None
    Muskegon, MI
  • 06/2021 → 08/2021
    Plante Moran Financial Advisors
    Kalamazoo, MI
  • 10/2020 → 05/2021
    Kellogg's
    Grand Rapids, MI
  • 06/2020 → 10/2020
    Alliance Beverage
    Muskegon, MI
  • 06/2020 → 08/2020
    Lee's Famous Recipe
    Muskegon, MI
  • 08/2019 → 06/2020
    N/A
    Muskegon, MI
  • 01/2013 → 06/2017
    Reeths-Puffer Schools
    Muskegon, MI
  • 08/2017 → 08/2019
    Muskegon Community College
    Muskegon, MI
  • 08/2019 → 12/2021
    Western Michigan University
    Kalamazoo, MI
  • 07/2025 → Present
    Innovia Wealth
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-14
  • S65 Uniform Investment Adviser Law Examination
    2023-02-14
Designations
Other Names
  • Jake Nicholas Petrick

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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