Jacob Nicholas Petrick
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Innovia Wealth, LLCJul 2025 to now
- Plante Moran Financial AdvisorsAug 2022 to Jul 2025
- NoneAug 2021 to Aug 2022
- Plante Moran Financial AdvisorsJun 2021 to Aug 2021
- Kellogg'sOct 2020 to May 2021
- Alliance BeverageJun 2020 to Oct 2020
- Lee's Famous RecipeJun 2020 to Aug 2020
- Western Michigan UniversityAug 2019 to Dec 2021
- N/AAug 2019 to Jun 2020
- Muskegon Community CollegeAug 2017 to Aug 2019
- Reeths-Puffer SchoolsJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Innovia Wealth, LLC
Legal name: Strategies Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7690505
- 289913