Jocelyn
Black
Strategy Financial Group
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About this Advisor
Jocelyn Black is a financial advisor based in Phoenix, Arizona who has 2 years of relevant experience. Black is currently employed by Strategy Financial Group. Their career trajectory has included roles at Nationwide Investment Services Corporation, Dailyworth, LLC, Nationwide Mutual Insurance Company, Clarifinancial LLC, State Of New Mexico, Greater Albuquerque Chamber Of Commerce and Strategy Financial Group. Black holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and New Mexico. Strategy Financial Group is a firm that has its headquarters in Phoenix, AZ. It has offices in three locations and a total of 16 financial advisors. It handles $136 million in assets under management across its 896 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 896 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by Strategy Financial Group can consist of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategy Financial Group Brokerage Details
$135,789,796
16
896
$151,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jocelyn Black Work History
Jocelyn has been registered as a financial advisor for 2 years.*
Strategy Financial Group
Clarifinancial LLC
Nationwide Investment Services Corporation
State Of New Mexico
Greater Albuquerque Chamber Of Commerce
Dailyworth, LLC
Nationwide Mutual Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jocelyn Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Financial Group
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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