Joseph Anthony Jiovenetta

Current Employers

Employment History

• 05/2010 → 10/2016
  Valmark Securities, Inc.
  Akron, OH
• 05/2010 → 10/2016
  Valmark Advisers, Inc.
  Akron, OH
• 10/2016 → 12/2022
  Morgan Stanley
  Boca Raton, FL
• 12/2016 → 12/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2022 → 12/2025
  Commonwealth Financial Network
  Waltham, MA
• 12/2022 → 12/2025
  Alma Wealth
  Islamorada, FL
• 01/2026 → Present
  Kestra Investment Services, Llc
  Islamorada, FL
• 01/2026 → Present
  Kestra Advisory Services, Llc
  Islamorada, FL

Previous Registrations

• 2022-12-12 → 2026-01-08
  Commonwealth Financial Network
  Waltham, MA
  Islamorada, FL
  Islamorada, FL
• 2016-11-10 → 2022-12-14
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2010-05-07 → 2016-11-15
  Valmark Advisers, Inc.
  Coral Springs, FL
• 2008-02-20 → 2010-05-05
  Lpl Financial Llc
  Parkland, FL
  Boston, MA
  Coral Springs, FL
• 1999-03-30 → 2008-02-20
  Valmark Advisers, Inc.
  Parkland, FL

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: ALMA WEALTH MANAGEMENT POSITION: Agent NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/08/2026 ADDRESS: 81681 Old Highway, Islamorada FL 33036, United States DESCRIPTION: Assess clients' Insurance needs and act on their behalf as agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-02
• S63 Uniform Securities Agent State Law Examination
  1989-11-20

Other Names

• Joseph A Jiovenetta