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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant44 years in industry

JOHN JOSEPH LOVETT

Advisor at INDEX PORTFOLIO ADVISORS, LLC

STUART, FL

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Search this name across graphsid dfx:ria:a2d7cc84-b947-b050-195a-f4e82263bef7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEX PORTFOLIO ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Dec 9, 1981
First registration: Jan 18, 2007
Dual registered: no
Other names: JAY LOVETT
IAPD individual key: 735487

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEX PORTFOLIO ADVISORS, LLC	State registered	Jan 1, 2026	n/a	yes	STUART, FL	Current employment
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Mar 27, 2013	Mar 19, 2014	no	TAMPA, FL	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Mar 23, 2011	Mar 11, 2013	no	STUART, FL\|JENSEN BEACH, FL\|JENSEN BEACH, FL\|STUART, FL\|STUART, FL\|APPLETON, WI	Previous registration
FNB BROKERAGE SERVICES, INC.	n/a	Jan 18, 2007	Mar 22, 2011	no	PORT ST LUCIE, FL\|STUART, FL\|STUART, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J. W. COLE ADVISORS, INC.	INDEX PORTFOLIO ADVISORS, LLC	Mar 19, 2014	Jan 1, 2026	4,306	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	J. W. COLE ADVISORS, INC.	Mar 11, 2013	Mar 27, 2013	16	Firm change	Other
FNB BROKERAGE SERVICES, INC.	INVEST FINANCIAL CORPORATION	Mar 22, 2011	Mar 23, 2011	1	Firm change	Other

Relationships

Registered with (4)

→ INDEX PORTFOLIO ADVISORS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Mar 27, 2013 to Mar 19, 2014factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Mar 23, 2011 to Mar 11, 2013factForm ADV
→ FNB BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jan 18, 2007 to Mar 22, 2011factForm ADV

Dated events

No dated event names this entity yet.