Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
33yrs
John Govic
Financial advisor at Merrill
John Govic has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Newport Beach, California. After a year at Joseph Gunnar & Co. and a year at Oppenheimer & Co., John joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience at Merrill
Office520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMerrillCurrent firm
- Apr 2021 – Jun 2022Joseph Gunnar & Co. LLCPreviously
- Jan 2020 – Apr 2021Oppenheimer & Co. Inc.Previously
- 2006 – 2014UBS Financial Services Inc.Previously
Contact John
520 Newport Center Dr Pbig - Fashion IslandNewport Beach, CA 92660Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Merrill at (800) 637-7455 and ask for John Govic. John works from the Newport Beach, CA office.
How long has John been a financial advisor?
John has been in the industry since 1994, about 33 years. Top 11% by experience at Merrill.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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