JK
CFP · PFS
JK
CFP · PFS

Joel Kosovsky

27 Years of Experience
West Hartford, CT
Broker

Joel Kosovsky is a CFP, PFS-designated registered investment advisor, based in West Hartford, CT, with 27 years of industry experience.

Location

16 Arapahoe Road, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Joel works as a financial advisor at Horizon Financial Advisors, dedicating about a quarter of his time. He is also a managing member of Kosovsky and Company, CPA & Consultants, LLC, taking nearly full-time hours, and a managing member of KPS & Company, LLC, spending about 10-20% of his time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Horizon Financial Advisors, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2018 - October 2019 · 1 yr 9 mos
Horizon Financial Advisors, LLC
March 1999 - December 2023 · 24 yrs 9 mos
1st Global Capital CORP.Broker
January 1999 - October 2019 · 20 yrs 9 mos
State Registrations11 states
COCTDCFLMAMDNMNVNYSCSD
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joel Kosovsky - Financial Advisor | TrueAdvisor