Jesse Kovacs
Jesse Kovacs is a registered investment advisor at Pts Brokerage, LLC, based in Mount Laurel, NJ, with 16 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable depending on the type of service chosen. For mutual fund portfolios and accounts managed by other advisors, the firm generally charges 1%, which may be negotiable depending on the size of the account.
Fee Estimator
Location
125 Gaither Drive, Suite C, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (6)
Regulatory
August 2020Judgment / Lien
January 2020Employment Separation After Allegations
May 2019Customer Dispute
April 2019Customer Dispute
June 2016Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Jesse is the President and CEO of Kovacs Financial Group Inc DBA Kovacs Wealth Management, where he sells life and disability insurance, dedicating a few hours per week. He also owns Hoosier Daddy, LLC, selling race car tires, which takes minimal time.
Employment History
Current Registrations
Pts Brokerage, LLC
Pts Brokerage, LLCBroker
Previous Registrations
The O.N. Equity Sales CompanyBroker
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.