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Current Employers
Rockport Wealth Advisors

22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-16
OH RA APPROVED 2018-07-10
  • TX RA
    APPROVED_RES
    Since 2021-08-16
  • OH RA
    APPROVED
    Since 2018-07-10

Branch Locations

22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisors Llc Lakewood OH 05/2012 01/2021
Rockport Wealth, Llc Dba Rockport Wealth Advisors Lakewood OH 05/2018 Present
Jjk Financial, Inc. Lakewood OH 05/2012 Present
Private Client Services Fairview Park OH 01/2021 Present
  • 05/2012 → 01/2021
    Cetera Advisors Llc
    Lakewood, OH
  • 05/2018 → Present
    Rockport Wealth, Llc Dba Rockport Wealth Advisors
    Lakewood, OH
  • 05/2012 → Present
    Jjk Financial, Inc.
    Lakewood, OH
  • 01/2021 → Present
    Private Client Services
    Fairview Park, OH
Previous Registrations
  • 2012-05-21 → 2021-01-28
    Cetera Advisors Llc
    Toledo, OH
    Fairview Park, OH
  • 2000-10-24 → 2012-05-18
    New England Securities
    Highland Hills, OH
    West Lake, OH
Other Businesses

JJK FINANCIAL INC. 22730 FAIRVIEW CENTER DR, STE 150, FAIRVIEW PARK, OH 44126. FIRM IS PART-OWNER OF ROCKPORT WEALTH, LLC. REGISTRANT IS PRESIDENT. APPROXIMATELY 1 HRS/MO NOT DURING MARKET HOURS FOR BOOKS AND RECORDS. INDEPENDENTLY LICENSED INSURANCE AGENT. 22730 FAIRVIEW CENTER DR, STE 150, FAIRVIEW PARK, OH 44126. SALES OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE. APPROXIMATELY 1 HR/MO; 1 DURING TRADING HRS. JOSEPH KOVACH IS FIFTY PERCENT OWNER OF ROCKPORT REAL ESTATE HOLDINGS, LLC WITH PARTNER ADAM STALNAKER. ROCKPORT REAL ESTATE HOLDINGS, LLC OWNS THE YOUNGSTOWN, OHIO OFFICE OF ROCKPORT WEALTH, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-19
S63 Uniform Securities Agent State Law Examination 1995-07-26
  • S65 Uniform Investment Adviser Law Examination
    1999-03-19
  • S63 Uniform Securities Agent State Law Examination
    1995-07-26
Designations

View on SEC IAPD

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