JH
JH

Jocelyn Hibshman

24 Years of Experience
Chesterton, IN
BrokerSells Insurance

Jocelyn Hibshman is a registered investment advisor, based in Chesterton, IN, with 24 years of industry experience.

Location

Chesterton, IN

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History

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.

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Other Business ActivitiesSells Insurance

Jocelyn is involved in several outside business activities, including insurance sales since 2008, rental property ownership, membership in Phillips Kooinga Witzman, LLC, and consulting for Securities Compliance Management, Inc. Jocelyn also serves on the Duneland School Board and the Town of Burns Harbor Redevelopment Commission.

Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2021 - Present · 5 yrs 6 mos
Capfinancial Securities, LLC.
January 2021 - Present · 5 yrs 6 mos
Captrust
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Captrust
May 2020 - August 2020 · 3 mos
Capfinancial Securities, LLC.Broker
May 2020 - August 2020 · 3 mos
First Allied Securities, INC.Broker
May 2008 - May 2020 · 12 yrs
First Advisors, INC.
January 2007 - December 2007 · 11 mos
Lakeside Wealth Management Group, LLC
June 2006 - June 2020 · 14 yrs
Ffp Advisory Services INC
May 2005 - January 2007 · 1 yr 8 mos
Ffp Securities, INC.Broker
January 2004 - May 2008 · 4 yrs 4 mos
Ffp Securities, INC.Broker
January 1997 - September 1999 · 2 yrs 8 mos
State Registrations1 state
IN
AdvisorBrokerBoth

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.
Jocelyn Hibshman - Financial Advisor | TrueAdvisor