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RIA / WealthAdvisor24 years in industry

Gerald M Nowakowski

Advisor at EARNED WEALTH ADVISORS, LLC

WALNUT CREEK, CA | MEDFORD, NJ

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Search this name across graphsid dfx:ria:e1a9a320-21f3-dd86-af2d-1209ef993f03

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 24, 2005 to Sep 15, 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: EARNED WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jun 12, 2002
First registration: Jan 24, 2005
Dual registered: no
Other names: JERRY NOWAKOWSKI|GERALD MARTIN NOWAKOWSKI
IAPD individual key: 2639426

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
EARNED WEALTH ADVISORS, LLC	Independent wealth	Feb 11, 2026	n/a	yes	MEDFORD, NJ\|WALNUT CREEK, CA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	May 6, 2022	Sep 18, 2024	no	NASHVILLE, TN\|Medford, NJ\|WEEHAWKEN, NJ	Previous registration
HARTFORD FUNDS	Asset manager	May 28, 2015	Apr 25, 2022	no	WAYNE, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 2, 2013	Jun 20, 2013	no	CINNAMINSON, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 24, 2005	Apr 5, 2012	no	PENNINGTON, NJ\|PENNINGTON, NJ	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
UBS FINANCIAL SERVICES INC.	EARNED WEALTH ADVISORS, LLC	Sep 18, 2024	Feb 11, 2026	511	Firm change after gap	Wirehouse to RIA
HARTFORD FUNDS	UBS FINANCIAL SERVICES INC.	Apr 25, 2022	May 6, 2022	11	Firm change	Other
PNC WEALTH MANAGEMENT	HARTFORD FUNDS	Jun 20, 2013	May 28, 2015	707	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PNC WEALTH MANAGEMENT	Apr 5, 2012	Apr 2, 2013	362	Firm change	Other

Relationships

Registered with (5)

→ EARNED WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 6, 2022 to Sep 18, 2024factForm ADV
→ HARTFORD FUNDSRegistered adviserregistration: previous registration
May 28, 2015 to Apr 25, 2022factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 2, 2013 to Jun 20, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 24, 2005 to Apr 5, 2012factForm ADV

Dated events

Occurred
Sep 18, 2024
Advisor changed firm
Gerald M Nowakowski left Ubs Financial Services Inc. for Earned Wealth Advisors, Llc (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2022
Advisor changed firm
Gerald M Nowakowski left Hartford Funds for Ubs Financial Services Inc. (registered 2022-05-06)
Form ADVobserved 5 days ago