Jo Ann KocenCRD Number: 1310511
Current Firm: The Kocen Financial Group, Inc.
Jo Ann Kocen (CRD# 1310511) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has 1 year of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Kocen Financial Group||Rancho Mirage, CA||Jan 1991 - Current||27|
- Customer Dispute
Total Assets Under Management148MILLIONS
Total Number of Accounts990ACCOUNTS
Average Account Value$149,739
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, PA, TX, UT