John
Kochersperger

Sovereign Financial Group, Inc

CRD#2724807
Investment Advisor
in Mayflower Mountain, UT

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About this Advisor

John Kochersperger is a financial advisor based in Mayflower Mountain, Utah, working with Sovereign Financial Group, Inc. John has previously held positions at Tsk-Jkk, LLC, Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Alta Financial, LLC, Emerson Reid, and Sovereign Financial Group, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Texas, and Utah. Currently, John is part of Sovereign Financial Group, Inc, which operates out of Mayflower Mountain, Utah. The firm has 18 offices and 24 employees. The firm manages assets totaling $716.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sovereign Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mayflower Mountain, UT

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Sovereign Financial Group, Inc Brokerage Details

Total Assets Under Management

$716,898,042

UT Average: $5,297,377,271
Total Number of Employees

24

UT Average: 35
Total Number of Accounts

2,998

UT Average: 690
Average Account Size

$239,125

UT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Kochersperger Work History

2018 - Present (6 years)

Sovereign Financial Group, Inc

2014 - Present (10 years)

Tsk-Jkk, LLC

2012 - Present (12 years)

Emerson Reid

2008 - Present (16 years)

Alta Financial, LLC

2009 - 2018 (9 years)

Raymond James Financial Services Advisors, Inc

2008 - 2018 (10 years)

Raymond James Financial Services

Disclosures

Please visit the SEC profile of John Kochersperger 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 Sovereign Financial Group, Inc

Robert Chedester
Stuart, VA
Brittany Rogers
Colorado Springs, CO
John Dady
Hudson, NY
Prather Hill
Yardley, PA
Bruce Palen
Northville, MI
John Kochersperger
Mayflower Mountain, UT
John Buoni
Stamford, CT
Myles Boege
Smithtown, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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