Joseph Ozag
Investment adviser representative at Hornor, Townsend & Kent, LLC
26 yearsExperience
1 stateRegistered in
$9BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Hornor, Townsend & Kent, LLCJan 2022 to now
- UnemployedMar 2021 to Nov 2021
- Finra (formerly Nasd)May 2000 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hornor, Townsend & Kent, LLC
$9BAssets managed
28,369Clients
466Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3169781
- Firm CRD
- 4031