Jesse Todd Kovacs
Investment adviser representative at Pts Brokerage, LLC
17 yearsExperience
5 statesRegistered in
$131.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Hoosier Daddy LLCMar 2021 to now
- Pts Brokerage, LLCAug 2019 to now
- Kovacs FinancialNov 2009 to now
- The O.N. Equity Sales CompanyFeb 2016 to May 2019
- Ohio National Financial ServicesJul 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (DE, FL, NJ, NY, PA).
Pts Brokerage, LLC
Legal name: Professional Trading Services Brokerage, LLC
$131.7MAssets managed
495Clients
13Advisers
Under 1 yearIn 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
- 5047161
- Firm CRD
- 119307