Steven Irwin is a registered investment advisor at Jovan, LTD., based in Ashland, OH, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JoVan, Ltd. does not directly charge fees or manage investments. Fees are charged by Pinnacle Advisors, who actively manage the assets. JoVan, Ltd. receives a portion of the fees Pinnacle collects from clients for investment advisory services.
Location
2025 Claremont Ave, Ashland, OH, 44805
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Regulatory History
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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Steven owns Irwin Financial Associates, Ltd., a non-investment related CPA firm. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Jovan, LTD.
State Registrations1 state
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.