John J. Lovett

INDEX PORTFOLIO ADVISORS

Stuart, FL 34994

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CRD#: 735487

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.

Question & Answer

What are your service offerings?

Retirement Income Management

Retirement Planning

Investment Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Jay Lovett

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 John Joseph Lovett's 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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 8, 2014 - Present

INDEX PORTFOLIO ADVISORS, LLC

Office #1: 759 Sw Federal Highway Suite 315, Stuart, FL 34994

RIA

CRD#: 171324

Stuart, FL

Past

March 27, 2013 - March 19, 2014

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

TAMPA, FL

Past

March 8, 2013 - March 19, 2014

J.W. COLE FINANCIAL, INC.

CRD#: 124583

STUART, FL

Past

March 23, 2011 - March 11, 2013

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

STUART, FL

Past

March 18, 2011 - March 11, 2013

INVEST FINANCIAL CORPORATION

CRD#: 12984

STUART, FL

Past

January 18, 2007 - March 22, 2011

FNB BROKERAGE SERVICES, INC.

RIA

CRD#: 18741

STUART, FL

Past

October 3, 1996 - March 22, 2011

FNB BROKERAGE SERVICES, INC.

CRD#: 18741

STUART, FL

Past

January 4, 1996 - October 1, 1996

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

July 15, 1994 - December 19, 1994

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

February 5, 1990 - January 1, 1994

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

August 14, 1986 - April 5, 1990

FLORIDA NATIONAL INVESTMENT SERVICES, INC.

CRD#: 16979

Past

November 6, 1981 - November 29, 1985

WALL STREET WEST, INC.

CRD#: 7529

Past

July 20, 1981 - July 3, 1985

NORTHRIDGE SECURITIES, INC.

CRD#: 1394

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

Florida
(8/8/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/9/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 6/27/1991

Municipal Securities Principal Examination

Current Firm

INDEX PORTFOLIO ADVISORS, LLC

CRD#: 171324 / SEC#:

Florida

Registered Investment Advisory firm - (8/8/2014 Approved)

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Contact information

Main Address

759 Sw Federal Highway Suite 315, Stuart, FL 34994

Mailing Address

Phone number

(772) 220-1100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 9,167,509

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

John J. Lovett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Lovett's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

FNB BROKERAGE SERVICES, INC.

FNB BROKERAGE SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

FLORIDA NATIONAL INVESTMENT SERVICES, INC.

WALL STREET WEST, INC.

NORTHRIDGE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/9/1981

Series 7

Date: 7/18/1981

Series 53

Date: 6/27/1991

Current Firm

INDEX PORTFOLIO ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INDEX PORTFOLIO ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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