John Joseph Lovett
CFP®Professional Summary
John Joseph Lovett, CFP®, who also goes by Jay Lovett, is a registered financial advisor currently at INDEX PORTFOLIO ADVISORS, LLC located in Stuart, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 10 firms and has passed the Series 63, Series 7 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Retirement Planning
- Investment Planning
- Estate Planning
Other Aliases
Jay Lovett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
INDEX PORTFOLIO ADVISORS, LLC
Contact Information
Main Address
759 Sw Federal Highway Suite 315, Stuart, FL 34994Phone Number
(772) 220-1100# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
41AUM (Assets Under Management)
$13,150,399Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Lovett's CRS (Customer Relationship Summary).
Services Offered by John
- Retirement Income Management
- Retirement Planning
- Investment Planning
- Estate Planning
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