John Joseph Lovett

Employer firm

Index Portfolio Advisors, LLC CRD 171324

$13.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Ndex Portfolio Advisors, Llc
  Stuart, FL

Previous Registrations

• 2013-03-27 → 2014-03-19
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2011-03-23 → 2013-03-11
  Invest Financial Corporation
  Stuart, FL
  Jensen Beach, FL
  Jensen Beach, FL
  Stuart, FL
  Stuart, FL
  Appleton, WI
• 2007-01-18 → 2011-03-22
  Fnb Brokerage Services, Inc.
  Port St Lucie, FL
  Stuart, FL
  Stuart, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-12-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jay Lovett