Jonathan Singer Novy
Investment adviser representative at Ritholtz Wealth Management
11 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Rwm Insurance Services, LLCMar 2018 to now
- Ritholtz Wealth ManagementDec 2017 to now
- Sheridan Road Advisors, LLCJul 2016 to Dec 2017
- Independent Financial PartnersDec 2015 to Dec 2017
- LPL Financial LLCNov 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5280982
- Firm CRD
- 168652