Jacqueline Noveck
Jacqueline Noveck is a ChFC-designated registered investment advisor at Stonex Advisors INC., based in Largo, FL, with 39 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Largo, FL
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Regulatory History (1)
Judgment / Lien
January 2023Other 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.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Vestax Securities CorporationBroker
Vestax Securities Corporation
American Capital CorporationBroker
First Investors CorporationBroker
First Investors CorporationBroker
State Registrations4 states
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.