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JI
JI

Jozsef Nandor Szadvari III

Northwest Financial Advisors LLC
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Northwest Financial Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None

Location

615 Branch Drive, Warrenton, VA, 20186

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwest Financial Group LLCBroker
August 2025 - Present · 6 mos
Northwest Financial Advisors LLC
August 2025 - Present · 6 mos
LPL Financial LLCBroker
August 2025 - Present · 6 mos
Previous Registrations
PNC Investments
February 2018 - August 2025 · 7 yrs 6 mos
PNC InvestmentsBroker
February 2018 - August 2025 · 7 yrs 6 mos
Dominion Financial Consultants, LLC
March 2017 - September 2017 · 6 mos
PNC Investments
January 2012 - March 2017 · 5 yrs 2 mos
PNC InvestmentsBroker
January 2012 - March 2017 · 5 yrs 2 mos
Wells Fargo Advisors, LLC
June 2011 - December 2011 · 6 mos
Wells Fargo Advisors, LLCBroker
June 2011 - December 2011 · 6 mos
Wells Fargo Advisors, LLC
February 2008 - May 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2007 - May 2010 · 2 yrs 7 mos
State Registrations23 states
AZCADCDEFLGAINMAMDMEMTNCNHNMNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.