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John Michael Kovel

Osaic Wealth, Inc.

Sewickley, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

2200 Georgetowne Drive Suite 100, Sewickley, PA 15143 • 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
Lincoln Financial Advisors Corporation Sewickley PA 01/1999 01/2025
Osaic Wealth, Inc. Sewickley PA 01/2025 Present
  • 01/1999 → 01/2025
    Lincoln Financial Advisors Corporation
    Sewickley, PA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Sewickley, PA
Previous Registrations
  • 2008-04-24 → 2025-01-24
    Osaic Fa, Inc.
    Vienna, VA
    Pittsburgh, PA
    Cleveland, OH
    Orange Village, OH
    Sewickley, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-23
S65 Uniform Investment Adviser Law Examination 1998-10-06
S63 Uniform Securities Agent State Law Examination 1996-02-27
  • S66 Uniform Combined State Law Examination
    2008-04-23
  • S65 Uniform Investment Adviser Law Examination
    1998-10-06
  • S63 Uniform Securities Agent State Law Examination
    1996-02-27
Designations
Other Names
  • John Michael Kovel

View on SEC IAPD

Other Firms

JMS CAPITAL GROUP WEALTH SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SCHENLEY CAPITAL, INC
NAV WEALTH PARTNERS
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SEWICKLEY FINANCIAL LLC

Other Investors

SCOTT WILLIAM MILLER
MELISSA TSAGGARIS CORSO
JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik

Other Offices

JMS CAPITAL GROUP WEALTH SERVICES, LLC · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Sewickley, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Sewickley, PA
SCHENLEY CAPITAL, INC · SEWICKLEY, PA
NAV WEALTH PARTNERS · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
J.P. MORGAN SECURITIES LLC · Sewickley, PA

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