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JJ

John K. Jokela

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
CRD#: 5474831
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JJ
John Kevin JokelaAMERICAN GLOBAL WEALTH MANAGEMENT

Professional summary


John Kevin Jokela is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, 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.

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.
The advisor shows no other business activity.

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
Past

May 19, 2025 - April 14, 2026

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA
Past

August 28, 2024 - April 14, 2025

QUOIN CAPITAL LLC

BD
CRD#: 136160
PHILADELPHIA, 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)
RR
New Hampshire
(2/17/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2013
Uniform Combined State Law Examination
State Security Law Exam
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
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

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


Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLPRESIDENT2089446

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


AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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