AdFi
JK

John Kenneth Whitehead

Investment Adviser Representative at PW NOVA Financial Services LLC

Miami Beach, FLCRD #2198120Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Kenneth Whitehead is an investment adviser representative with PW NOVA Financial Services LLC in Miami Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 1992 and have been registered with 5 firms, including JMAC Enterprises LLC and Wells Fargo Advisors Financial Network, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida, Pennsylvania, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Pennsylvania, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/11/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 1/20/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 4/21/2004
Series 7
General Securities Representative Examination
Passed 1/10/1992
Series 24
General Securities Principal Examination
Passed 10/5/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PW NOVA Financial Services LLCCurrent
1/9/2025 – Miami Beach, FL
JMAC Enterprises LLC
3/8/2021 – 4/24/2025Miami Beach, FL
Wells Fargo Advisors Financial Network, LLC
3/23/2018 – 4/29/2021Miami Beach, FL
Wells Fargo Clearing Services, LLC
7/1/2003 – 3/23/2018Yardley, PA
Prudential Securities Incorporated
10/6/2000 – 7/1/2003Yardley, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors LLC
    May 2009 – Nov 2016Yardley, PA
  2. Wells Fargo Clearing Services, LLC
    Nov 2016 – Mar 2021Yardley, PA
  3. JW Nova Wealth Partners
    Dec 2024 – no end date reportedNewtown, PA
  4. JMAC Enterprises LLC
    Mar 2021 – Mar 2025Miami Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PW NOVA Financial Services LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm offers fee-per-service financial planning with no commissions, provided by Certified Financial Planners and sworn fiduciaries. Services include investments (IRAs, brokerage accounts, annuities, government securities), financial planning (retirement, tax, 401(k)/403(b), college, estate, and profit sharing plans), and insurance (disability income, life, and long-term-care). Virtual services are also available.

Financial PlanningInsurance
Firm areas of expertise
Retirement PlanningFinancial PlanningFee-onlyFiduciaryCFPInvestmentsIRAsAnnuitiesEstate PlanningTax PlanningLife Insurance+4 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Newtown, PA
SEC file number:
801-131527

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 17, 2026

View full firm profile

Other advisors at PW NOVA Financial Services LLC

5 other advisors in the directory

View PW NOVA Financial Services LLC firm profile

Similar advisors in Miami Beach, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Kenneth Whitehead has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched