Jakub Novak

Jakub Novak is an experienced operations manager currently serving as the Manager of Operations at NewEdge Advisors since January 2023, having previously held a similar role at Independent Financial Partners from July 2016 to January 2023. At IFP, Jakub led various teams, including New Accounts and Transfers, and played a pivotal role in enhancing advisor service models and implementing automated workflows. Prior experience includes managing transitions, establishing client services, and working as a transition specialist. Additionally, Jakub owned a successful auto and boat detailing business and has held positions in management and financial analysis, including roles at ABC Fine Wine & Spirits and Floridoma Investments. Jakub holds a Bachelor’s Degree in Finance from the University of Florida.