Jolene Johnson, financial advisor Marion IL

Jolene Johnson

CRD Number: 2955938
Current Firm: Kcpag Financial Advisors LLC

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.

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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
Contact Info for Jolene M. Johnson
Phone Number: 618-544-4993
Registered State(s):
  • IL
  • IN
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $40,019
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, GA, IL, IN, KY, LA, MO, TN, TX

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