Penny Jacqueline Houseman
Investment adviser representative at The Kocen Financial Group, Inc.
17 yearsExperience
1 stateRegistered in
$185.9MFirm assets
21 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- The Kocen Financial Group, Inc.Sep 2019 to now
- Jeffree Lee Financial ServicesDec 2009 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Kocen Financial Group, Inc.
$185.9MAssets managed
222Clients
5Advisers
21 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
- 5760422
- Firm CRD
- 112129