JJ
JJ

John Jovanovich

32 Years of Experience
Honolulu, HI
BrokerSells Insurance

John Jovanovich is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1585 Kapiolani Blvd Ste 1604, Honolulu, HI, 96814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an insurance agent for GBF Financial Services, selling life, disability, and long-term care insurance since 2008, dedicating about 10-20% of his time. He is also an owner/member of Pacific Financial Navigators, providing tax preparation, accounting, and CPA services since 2020, dedicating about 10-20% of his time outside of securities trading hours.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 10 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
February 2009 - November 2017 · 8 yrs 9 mos
National Planning CorporationBroker
February 2009 - November 2017 · 8 yrs 9 mos
Sagepoint Financial, INC.
November 2005 - February 2009 · 3 yrs 3 mos
Sagepoint Financial, INC.Broker
October 2005 - February 2009 · 3 yrs 4 mos
Janell A. Israel and Associates LTD
September 2002 - November 2005 · 3 yrs 2 mos
Sunamerica Securities, INC.Broker
November 1993 - October 2005 · 11 yrs 11 mos
State Registrations21 states
AZCACOFLHIIDILINKYMEMIMNMONCNMNVNYORTXUTWA
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.
John Jovanovich - Financial Advisor | TrueAdvisor