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ChFC
JN
ChFC

Jacqueline Noveck

Stonex Advisors INC.
39 Years of Experience
Largo, FL
1 DisclosureBrokerSells Insurance
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Jacqueline Noveck is a ChFC-designated registered investment advisor at Stonex Advisors INC., based in Largo, FL, with 39 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Largo, FL

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History

Regulatory History (1)
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Judgment / Lien
January 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jacqueline is involved with Noveck and Noveck, LLC, an independent insurance sales business, where she works full-time. She earns commission and trail income from sales.

Employment History
Current Registrations
Stonex Advisors INC.
January 2015 - Present · 11 yrs 9 mos
Stonex Securities INC.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
January 2007 - January 2015 · 8 yrs
Wrp Investments, INC.Broker
January 2007 - September 2014 · 7 yrs 8 mos
Multi-Financial Securities CorporationBroker
January 2004 - December 2006 · 2 yrs 11 mos
Multi-Financial Securities Corporation
January 2004 - December 2006 · 2 yrs 11 mos
Vestax Securities CorporationBroker
June 1998 - January 2004 · 5 yrs 7 mos
Vestax Securities Corporation
June 1998 - January 2004 · 5 yrs 7 mos
American Capital CorporationBroker
December 1988 - June 1998 · 9 yrs 6 mos
First Investors CorporationBroker
November 1987 - December 1988 · 1 yr 1 mo
First Investors CorporationBroker
March 1984 - March 1985 · 1 yr
State Registrations4 states
ALCTFLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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