Unclaimed Profile

John Kevin Jokela

OCHO INVESTMENT ADVISORS, LLC·BROOKLYN, New York

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record12 years registeredOCHO INVESTMENT ADVISORS, LLC

10 GRAND STREET, BROOKLYN, NY 11249CRD# 5474831Firm CRD# 323620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Kevin Jokela · BROOKLYN, NY

Registration

CRD #5474831 · OCHO INVESTMENT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OCHO INVESTMENT ADVISORS, LLC

CAPE INVESTMENT ADVISORY, INC.

Aug 2013 – May 2022

MCDONOUGH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · August 26, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARRY ADVISORS LLC

CRD 323620 · SEC 801-126799

AUM

$16M

Regulatory assets under management

Employees

581 client accounts

Services offered by CARRY ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARRY ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does John Kevin Jokela offer?

John Kevin Jokela specializes in Investment Management.

What are John Kevin Jokela's credentials?

John Kevin Jokela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Kevin Jokela located?

John Kevin Jokela is based in BROOKLYN, New York, last registered with OCHO INVESTMENT ADVISORS, LLC.

How does John Kevin Jokela charge for services?

John Kevin Jokela's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCHO INVESTMENT ADVISORS, LLC?

OCHO INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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