Best Investors Account Sign in
Inactive

Jolene Marie Johnson

Kcpag Financial Advisors LLC

Marion, IL

CRD 2955938

Claim This Profile
Employer firm

Kcpag Financial Advisors LLC CRD 117491

$23.1M regulatory AUM 2,624 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kcpag Financial Advisors Llc

1619 W. Main Street P. O. Box 529, Robinson, IL 62454 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-02
IL RA APPROVED 2015-07-14
KY RA APPROVED 2015-01-12
IN RA APPROVED 2008-08-15
  • TX RA
    APPROVED_RES
    Since 2018-01-02
  • IL RA
    APPROVED
    Since 2015-07-14
  • KY RA
    APPROVED
    Since 2015-01-12
  • IN RA
    APPROVED
    Since 2008-08-15

Branch Locations

3401 Professional Park Drive, Marion, IL 62959 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc Marion IL 12/2007 05/2019
Kcpag Financial Advisors Llc Marion IL 08/2008 Present
Kemper Capital Management Llc Marion IL 08/2008 Present
Kcpag Insurance Services Llc Marion IL 12/2007 Present
  • 12/2007 → 05/2019
    Securities America, Inc
    Marion, IL
  • 08/2008 → Present
    Kcpag Financial Advisors Llc
    Marion, IL
  • 08/2008 → Present
    Kemper Capital Management Llc
    Marion, IL
  • 12/2007 → Present
    Kcpag Insurance Services Llc
    Marion, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-11
S63 Uniform Securities Agent State Law Examination 1997-10-28
  • S65 Uniform Investment Adviser Law Examination
    2008-08-11
  • S63 Uniform Securities Agent State Law Examination
    1997-10-28
Other Names
  • Jolene Marie Trepanier
  • Jolene M Johnson

View on SEC IAPD

Nearby Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

SHEILA RAE LAUTENBACHER
NATHAN C SCHOLES
Jeffery Stewart Miller

Nearby Offices

FIFTH THIRD SECURITIES, INC. · MARION, IL
EDWARD JONES · MARION, IL
LPL FINANCIAL LLC · MARION, IL

More in Marion, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor