Jocinta Powell is a ChFC-designated registered investment advisor, based in Tampa, FL, with 29 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jocinta is the owner of Zircon Financial Services, spending nearly full-time on security advisory income. She also works as an insurance agent selling various insurance products, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Osaic Fs, INC.Broker
Osaic Fs, INC.
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Financial Network Investment CorporationBroker
Nylife Securities INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.