AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

Joseph John Kovach

ROCKPORT WEALTH, LLC·FAIRVIEW PARK, Ohio
SIE, Series 6TO, Series 7, Series 24, Series 63, Series 65CFPClean record25 years registeredROCKPORT WEALTH, LLC
22730 FAIRVIEW CENTER DR, FAIRVIEW PARK, OH 44126CRD# 2620971Firm CRD# 297122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph John Kovach · FAIRVIEW PARK, OH
Registration
CRD #2620971 · ROCKPORT WEALTH, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

ROCKPORT WEALTH ADVISORS
Jul 2018 – present
CETERA ADVISORS LLC
May 2012 – Jan 2021
FAIRVIEW PARK, OH
NEW ENGLAND SECURITIES CORPORATION
Oct 2000 – May 2012
HIGHLAND HILLS, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 24, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKPORT WEALTH, LLC
CRD 297122 · SEC 801-126796
AUM
$514M
Regulatory assets under management
Employees
15
2,597 client accounts
Services offered by ROCKPORT WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ROCKPORT WEALTH, LLC →
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FAIRVIEW PARK?

Browse all registered financial advisors in FAIRVIEW PARK, Ohio or claim this profile if it's yours.

Browse FAIRVIEW PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph John Kovach offer?
Joseph John Kovach specializes in Financial Planning, Investment Management. Contact their office in FAIRVIEW PARK, Ohio for a consultation.
What are Joseph John Kovach's credentials?
Joseph John Kovach holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph John Kovach located?
Joseph John Kovach is based in FAIRVIEW PARK, Ohio, working with ROCKPORT WEALTH, LLC. Their office serves clients in the FAIRVIEW PARK metropolitan area and surrounding communities.
How does Joseph John Kovach charge for services?
Joseph John Kovach's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKPORT WEALTH, LLC?
ROCKPORT WEALTH, LLC has approximately 15 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ROCKPORT WEALTH, LLC

Adam Richard Stalnaker
FAIRVIEW PARK, OH

More Advisors in FAIRVIEW PARK, Ohio

Russel Brian Walcher
SKA FINANCIAL SERVICES,INC.·FAIRVIEW PARK, OH
CFP
Gary Douglas Klubnik
SKA FINANCIAL SERVICES,INC.·FAIRVIEW PARK, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile