Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Darius Boyer is an Investment Advisor Representative with Kooman & Associates in ALTOONA, PA. Jackson has been in the industry for 5 years. Jackson is a Series 65 license holder. Jackson is registered in Pennsylvania. Kooman & Associates is an investment advisor firm in ALTOONA, PA. Kooman & Associates provides financial planning, pension consulting and portfolio management services for businesses and individuals. They manage $411,330,658 in assets for 1,235 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
10/30/2024 - Present
Kooman & Associates (ALTOONA PA)
IA
Issued 08/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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