JM
JM
Jocelyn Mortensen is a registered investment advisor at Public Resources Advisory Group, based in Oakland, CA, with 20 years of industry experience. Jocelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$10,000 - $125,000
Hourly Rate:$50 - $450/hr
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Location
Oakland, CA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Public Resources Advisory Group
March 2006 - Present · 20 yrs 2 mos
State Registrations2 states
CANY
Advisor
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.
Exams
No exam information available for this advisor.