John Jokela, financial advisor Mcdonough GA
93 score

John Jokela

CRD Number: 5474831
Current Firm: Cape Investment Advisory, Inc.

John Jokela (CRD# 5474831) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cape Securities Inc. Mcdonough, GA Jan 2008 - Current 8
Financial Concierge Concepts Mcdonough, GA Oct 2007 - Dec 2007 < 1
Cpsi Mobile, AL Jun 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for John K. Jokela
Phone Number: 678-583-1120
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $132,372
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, FL, GA, IN, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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