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GN

Gerald M. Nowakowski

EARNED WEALTH ADVISORS
MEDFORD, NJ
Some features on this profile are disabled
CRD#: 2639426
GN

Professional summary

Gerald M Nowakowski, who also goes by Gerald Martin Nowakowski, Jerry Nowakowski, is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Medford, New Jersey.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gerald has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerald Martin Nowakowski | Jerry Nowakowski

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) - RIA

Click below to view Gerald M Nowakowski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 11, 2026 - Present

EARNED WEALTH ADVISORS, LLC

RIA
CRD#: 108052
MEDFORD, NJ
Past

May 6, 2022 - September 18, 2024

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

May 6, 2022 - September 18, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 28, 2015 - April 25, 2022

HARTFORD FUNDS

RIA
CRD#: 147746
WAYNE, PA
Past

June 19, 2013 - April 25, 2022

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
Wayne, PA
Past

April 2, 2013 - June 20, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CINNAMINSON, NJ
Past

April 2, 2013 - June 20, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CINNAMINSON, NJ
Past

January 24, 2005 - April 5, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

May 1, 2002 - April 5, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

August 18, 1995 - January 23, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/17/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)
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Contact information

Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598
Mailing Address
Phone number
(925) 939-2500
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (26 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts3,544
AUM (Assets Under Management)$ 1,916,730,533

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

EARNED WEALTH ADVISORS, LLC

CRD#: 108052Medford, NJ

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