Jesse Kovacs (CRD# 5047161) is an Investment Advisor Representative working at Pts Brokerage, LLC in Forked River, NJ and has over 15 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4232357
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoosier Daddy LLC | Forked River, NJ | Mar 2021 - Current | 3 |
| Pts Brokerage, LLC | Mount Laurel, NJ | Aug 2019 - Current | 4 |
| Kovacs Financial | Beachwood, NJ | Nov 2009 - Current | 14 |
| The O.n. Equity Sales Company | Cincinnati, OH | Feb 2016 - May 2019 | 3 |
| Ohio National Financial Services | Cincinnati, OH | Jul 2012 - May 2019 | 6 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Oct 2013 - Feb 2016 | 2 |
| Penn Mutual Life Ins Co | Horsham, PA | Feb 2010 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management81MILLIONS
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Total Number of Accounts556ACCOUNTS
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Average Account Value$144,964
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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DE, FL, NJ, NY, PA
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