JK
CFP
JK
CFP

Joseph John Kovach

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126

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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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Other Business ActivitiesSells Insurance

Joseph is the president of JJK Financial Inc., which is a part-owner of Rockport Wealth, LLC, spending minimal time on books and records. He is also an independently licensed insurance agent selling life, disability, and long-term care insurance, dedicating minimal time to this activity. Joseph is also a fifty percent owner of Rockport Real Estate Holdings, LLC.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Rockport Wealth Advisors
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
May 2012 - January 2021 · 8 yrs 8 mos
Cetera Advisors LLCBroker
May 2012 - January 2021 · 8 yrs 8 mos
New England Securities Corporation
October 2000 - May 2012 · 11 yrs 7 mos
New England SecuritiesBroker
February 2000 - May 2012 · 12 yrs 3 mos
W. S. Griffith & CO., INC.Broker
May 1999 - February 2000 · 9 mos
Walnut Street Securities, INC.Broker
July 1998 - May 1999 · 10 mos
New England SecuritiesBroker
June 1995 - August 1998 · 3 yrs 2 mos
State Registrations15 states
AZFLILKYMAMNMONCNYOHPASCTXWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.