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JJ

John K. Jokela

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 5474831
JJ

Professional summary

John Kevin Jokela is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia and CAPE SECURITIES INC. located in Mcdonough, Georgia.

John is registered as a RR (Registered Representative) and started their career in finance in 2009. John has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JKJ Consulting, LLC - Owner, Operations and Compliance Consulting. McDonough Hospitality & Tourism Board - Local volunteer board member to promote tourism in McDonough GA. Darrell "Dee" Anglyn for Henry County Commissioner, District 3 - Campaign Manager.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Kevin Jokela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 19, 2025 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Current

May 19, 2025 - Present

CAPE SECURITIES INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7072
Mcdonough, GA
Past

August 28, 2024 - April 14, 2025

QUOIN CAPITAL LLC

BD
CRD#: 136160
WAYNE, PA
Past

June 10, 2024 - October 14, 2024

BOSONIC SECURITIES

BD
CRD#: 317012
SPEARFISH, SD
Past

May 15, 2024 - October 17, 2024

DALMORE GROUP LLC

BD
CRD#: 136352
WOODMERE, NY
Past

November 21, 2022 - April 30, 2025

FIN2

BD
CRD#: 316863
NEW YORK, NY
Past

September 16, 2022 - April 27, 2023

ONE GROWTH SECURITIES LLC

BD
CRD#: 310890
WILMINGTON, DE
Past

April 4, 2022 - December 31, 2022

XTON FINANCIAL LLC

BD
CRD#: 132847
NEW YORK, NY
Past

July 8, 2021 - April 13, 2022

FIRST ASSET FINANCIAL INC.

BD
CRD#: 139107
SALINA, KS
Past

May 8, 2018 - March 4, 2020

D. BORAL CAPITAL

BD
CRD#: 103792
McDonough, GA
Past

November 8, 2016 - May 4, 2022

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

BD
CRD#: 7388
McDonough, GA
Past

August 26, 2013 - May 4, 2022

CAPE INVESTMENT ADVISORY, INC.

RIA
CRD#: 146384
MCDONOUGH, GA
Past

February 18, 2009 - May 4, 2022

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(5/19/2025)
RR
Michigan
(5/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/27/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/3/2012
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/12/2010
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/13/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures

Regulatory Event2
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPE SECURITIES INC.

CRD#: 7072Mcdonough, GA 30253

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