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JN

Jeffrey P. Novak

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CRD#: 1626004
JN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Paul Novak, who also goes by Jeff Novak, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1987. Jeffrey had worked at 12 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Novak

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 1, 2012 - May 18, 2012

GOLDEN EAGLE SECURITIES, INC.

BD
CRD#: 19586
NAPLES, FL
Past

March 18, 2010 - October 14, 2011

MORGAN STANLEY

RIA
CRD#: 149777
NAPLES, FL
Past

November 13, 2009 - October 14, 2011

MORGAN STANLEY

BD
CRD#: 149777
NAPLES, FL
Past

October 8, 2002 - August 18, 2003

VOYAGEUR CAPITAL LLC

BD
CRD#: 120960
SAN RAMON, CA
Past

April 7, 2000 - January 11, 2001

INSPEREX LLC

BD
CRD#: 101420
CHICAGO, IL
Past

September 20, 1999 - September 29, 2000

ARBOR RESEARCH & TRADING, LLC

BD
CRD#: 21313
LAKE BARRINGTON, IL
Past

January 2, 1997 - September 15, 1999

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

June 12, 1996 - January 2, 1997

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

October 11, 1995 - July 2, 1996

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

May 15, 1990 - June 13, 1995

J.W. KORTH & COMPANY

BD
CRD#: 26455
LANSING, MI
Past

October 18, 1989 - May 15, 1990

J. W. KORTH & COMPANY

BD
CRD#: 17090
FARMINGTON HILLS, MI
Past

June 30, 1988 - October 17, 1989

T. I. INVESTMENTS, INC.

BD
CRD#: 6844
DEARBORN, MI
Past

February 24, 1987 - April 12, 1988

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 1/15/2010
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GE
GOLDEN EAGLE SECURITIES, INC.
BECKWITH & CO. INCORPORATED | ORTANA SECURITIES, INC. | GOLDEN EAGLE SECURITIES, INC. | FIRST FLORIDA SECURITIES, INC. | BECKWITH SECURITIES, INC. | BECKWITH & CO., INCORPORATED

CRD#: 19586 / SEC#: , 8-37788

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
845 United Nations Plaza Suite 19f, New York, NY 10017
Mailing Address
845 United Nations Plaza Suite 19f, New York, NY 10017
Phone number
(929) 231-0427
Established
Florida since 03/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GOLDEN EAGLE CAPITAL ADVISORS, INC.SHAREHOLDER173811
MANZATI, MAURIZIOCEO/CCO/POO6485138
SAMSON, EDWARD GREGORYFINOP/PFO2041321

Disclosures


Regulatory Event3
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOLDEN EAGLE SECURITIES, INC.

CRD#: 19586

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