John JokelaCRD 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 8 years of experience in the finance industry.
Boardwalk Capital Management, Inc.
Melissa L. George & Associates, LLC
|Cape Securities Inc.||Mcdonough, GA||Jan 2008 - Current||9|
|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|
Total Assets Under Management101MILLIONS
Total Number of Accounts763ACCOUNTS
Average Account Value$132,372
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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