The Kocen Financial Group, Inc.

The Kocen Financial Group, Inc. (CRD# 112129) is a financial advisory firm headquartered in Rancho Mirage, CA. They manage $128,598,314 in 992 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $129,635
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, PA, TX, UT

Financial Advisors at The Kocen Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jordan L. Gibbs
CRD#: 5567629
11440 West Bernardo Ct Ste 240, San Diego, CA 92127
96
Wealthminder
score

Jordan Gibbs (CRD# 5567629) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Jordan Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan K. Gibbs
CRD#: 6371527
11440 W Bernardo Ct Ste 240, San Diego, CA 92127
91
Wealthminder
score

Ryan Gibbs (CRD# 6371527) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in San Diego, CA and has over 2 years of experience in the finance industry. Ryan Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryan S. Kocen
CRD#: 2119036
35-900 Bob Hope Drive, Ste. 202, Rancho Mirage, CA 92270
86
Wealthminder
score

Bryan Kocen (CRD# 2119036) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 25 years of experience in the finance industry. Bryan Kocen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gail G. Kocen
CRD#: 2259803
35-900 Bob Hope Drive, Ste. 202, Rancho Mirage, CA 92270
86
Wealthminder
score

Gail Kocen (CRD# 2259803) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 24 years of experience in the finance industry. Gail Kocen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joel E. Kocen
CRD#: 1306954
35-900 Bob Hope Drive, Ste. 202, Rancho Mirage, CA 92270
83
Wealthminder
score

Joel Kocen (CRD# 1306954) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 29 years of experience in the finance industry.

6
Jo Ann Kocen
CRD#: 1310511
35-900 Bob Hope Drive, Ste. 202, Rancho Mirage, CA 92270
77
Wealthminder
score

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.

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