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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Karl Kochersperger is an investment advisor representative at Sovereign Financial Group, Inc. based in Mayflower Mountain, UT. John has been in the securities industry since 1996 and has been with Sovereign Financial Group, Inc. since 2018. John is registered in Connecticut, Texas, and Utah. John provides financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. John previously worked at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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UT
01/10/2024 - Present
Sovereign Financial Group, Inc. (Mayflower Mountain UT)
CT
03/07/2008 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (STAMFORD CT)
CT
05/10/1996 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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