Joseph George Hodakowski

Current Employers

Employment History

• 10/2003 → 09/2021
  Hodakowski & Hodakowski
  Flemington, NJ
• 05/2010 → 10/2019
  1St Global Capital Corp
  Flemington, NJ
• 05/2010 → 10/2019
  1St Global Advisors, Inc.
  Flemington, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Flemington, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Flemington, NJ
• 01/2022 → Present
  Bkc Wealth Management
  Flemington, NJ
• 09/2021 → Present
  Bkc Cpa's
  Flemington, NJ
• 12/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Flemington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Flemington, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Flemington, NJ
  Woodstown, NJ
• 2010-08-20 → 2019-10-25
  1St Global Advisors Inc
  Flemington, NJ

Other Businesses

1) THE DRESSLER FAMILY EDUCATION TRUST POSITION: trustee NATURE: Family trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: Flemington NJ 08822, DESCRIPTION: Duties as stated in terms of trust. 2) BKC CPA'S POSITION: Shareholder NATURE: My accounting firm (Hodakowski & Hodakowski) has merged with BKC CPA's, another accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2021 ADDRESS: 39 Route 12, flemington NJ 08822, United States DESCRIPTION: I will be a shareholder at BKC CPA's. My duties and responsabilities will be to mentor and train staff, review tax returns, income tax planning, billing and collection of accounts recievable. 3) BKC WEALTH MANAGEMENT LLC POSITION: Owner NATURE: New Wealth Management entity. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2022 ADDRESS: 39 Route 12, Flemington NJ 08822, United States DESCRIPTION: Responsible to grow and operate the new wealth management entity. 4) FIXED INDEXED ANNUITIES POSITION: Producer NATURE: Producer for Indexed annuities for fixed-index and equity-index contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/13/2023 ADDRESS: 39 State Route 12, Suite 2, Flemington NJ 08822, United States DESCRIPTION: Producer for Indexed annuities for fixed-index and equity-index contracts. Responsible for determining suitability and client relationship. 5) Third-Party Special Needs Trust for Joselyn Hodakowski; trustee; Family Trust; NIR; 0; 12/01/2014; Ste 401 Flemington NJ 08822; Duties as stated in terms of trust. s through Avantax Insurance Entities that are approved through Avantax featured partners

Exams

• S66 Uniform Combined State Law Examination
  2010-08-19

Other Names

• Joseph Hodakowski