Jose Rodrigo Covian
Investment Adviser Representative at Bulltick Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jose Rodrigo Covian is an investment adviser representative with Bulltick Wealth Management, LLC in Miami, FL, where they have been registered since 2022. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Bulltick Securities, LLC and Bulltick, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
10 states and territories
California, Colorado, Connecticut, Delaware, Florida, Illinois, Massachusetts, New Jersey, New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bulltick, LLCNov 2010 – no end date reportedMiami, FL
- Bulltick Wealth Management LLCMar 2022 – no end date reportedMiami, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bulltick Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Bulltick operates two main divisions: Institutional Sales and Trading, and Private Client Services. Institutional services include brokerage execution, sales and trading for Latin American financial institutions. Private client services include comprehensive family office services, wealth management, private markets, and insurance. The firm also offers digital solutions and programs supporting next-generation wealth transfer, women, and future leaders.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Miami, FL
- Founded:
- 2000
- SEC file number:
- 801-69169
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bulltick Wealth Management, LLC
Showing 12 of 23 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jose Rodrigo Covian has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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