Jolene M. Johnson
Professional summary
Jolene Marie Johnson, who also goes by Jolene M Johnson, Jolene Marie Trepanier, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Marion, Illinois.
Jolene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jolene has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jolene Marie Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2008 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 3401 Professional Park Drive, Marion, IL 62959December 3, 2007 - May 23, 2019
SECURITIES AMERICA, INC.
September 30, 2005 - December 7, 2007
1ST GLOBAL CAPITAL CORP.
February 23, 2001 - September 1, 2005
OSAIC FS, INC.
May 24, 2000 - September 7, 2000
PARK AVENUE SECURITIES LLC
June 14, 1999 - May 11, 2000
NATIONAL PLANNING CORPORATION
May 3, 1999 - June 23, 1999
PARK AVENUE SECURITIES LLC
October 20, 1997 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2015)
(8/15/2008)
(1/12/2015)
(1/2/2018)
Exams
Current Firm
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
Contact information
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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Company Information
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491Marion, IL 62959TRUST BUT VERIFY
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