John Wills has been an investment adviser representative at The Kocen Financial Group since August 2018, and is not listed among the firm’s executive officers or direct owners. John Wills holds a BA in Business Management from California State University, San Bernardino.
The Kocen Financial Group, Inc. is a Rancho Mirage, CA firm with $186M under management, 222 clients and 5 advisers in one office, as of its March 2026 filing.
John Wills is an Investment adviser representative of The Kocen Financial Group, Inc., which he joined in 2007. He works directly with clients and oversees all operations, handling client onboarding, portfolio creation and management, and account needs including inquiries, transfers, distributions and client reporting.
- – present · 8 yearsRancho Mirage, CA · Adviser representative · Firm CRD 112129
Investment adviser representative registrations
John Wills is registered as an investment adviser representative in California, since August 2018.
- CaliforniaSince 1 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Bartholomew Wills
- CRD
- 6321945
- Firm
- The Kocen Financial Group · CRD 112129
- Office
- 35900 BOB HOPE DR., SUITE 202, Rancho Mirage, CA 92270-1767
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kfginc.com
Where does John Wills work?
John Wills is an investment adviser representative registered through The Kocen Financial Group, Inc. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is John Wills a financial advisor?
Yes. John Wills has a current investment-adviser registration in California, through The Kocen Financial Group since August 2018.
How many years of experience does John Wills have?
John Wills has 8 years in the financial industry, since July 2018, across 1 adviser firm.
What exams has John Wills passed?
John Wills passed the Series 65 in August 2018.
Where is John Wills based?
John Wills’ registered office is in Rancho Mirage, CA.
Is John Wills registered with FINRA?
No. John Wills has no current broker registration.
How can I verify John Wills’ record?
Search CRD 6321945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Wills’ full registration record.
