Jolene Johnson (CRD# 2955938) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Marion, IL and has over 26 years of experience in the finance industry.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 4719621
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kcpag Financial Advisors LLC | Marion, IL | Aug 2008 - Current | 15 |
Kemper Capital Management LLC | Marion, IL | Aug 2008 - Current | 15 |
Kcpag Insurance Services LLC | Marion, IL | Dec 2007 - Current | 16 |
Securities America, Inc. | Marion, IL | Dec 2007 - May 2019 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- IL
- IN
- KY
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$40,019
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
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