John Kochersperger, financial advisor Mayflower Mountain UT

John Kochersperger

CRD Number: 2724807
Current Firm: Sovereign Financial Group, Inc.

John Kochersperger (CRD# 2724807) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Mayflower Mountain, UT and has over 27 years of experience in the finance industry.

Company Name Location Dates Years
Sovereign Financial Group, Inc. Mayflower Mountain, UT Dec 2018 - Current 5
Tsk-jkk, LLC Fairfield, CT Jul 2014 - Current 9
Emerson Reid Stamford, CT Nov 2012 - Current 11
Alta Financial, LLC Stamford, CT Apr 2008 - Current 16
Raymond James Financial Services Advisors, Inc. Stamford, CT Jan 2009 - Dec 2018 9
Raymond James Financial Services Stamford, CT Mar 2008 - Dec 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John K. Kochersperger
Phone Number: (888) 765-8180
Registered State(s):
  • CT
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    717
    MILLIONS
  • Total Number of Accounts
    2,998
    ACCOUNTS
  • Average Account Value
    $239,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, RI, TX, UT, VA, WA

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