Joseph John Kovach
Investment adviser representative at Rockport Wealth Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$676.4MFirm assets
Are you Joseph John Kovach? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Private Client ServicesJan 2021 to now
- Rockport Wealth AdvisorsJul 2018 to now
- Rockport Wealth, LLC dba Rockport Wealth AdvisorsMay 2018 to now
- Jjk Financial, Inc.May 2012 to now
- Cetera Advisors LLCMay 2012 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2620971
- Firm CRD
- 297122