Jeffrey Nowak is a registered investment advisor, based in Virginia Beach, VA, with 18 years of industry experience.
Location
277 Bendix Rd., Ste. 500, Virginia Beach, VA, 23452
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent for various agencies, spending about half his time on this. He also is involved with a bakery, real estate, and an RIA, and works as an agent for Frieden Wealth Management and Choice Insurance.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Lincoln Investment Planning, LLC
Capital Analysts
Lincoln InvestmentBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.