AdFi
JA

Julie Ann Mochan

Investment Adviser Representative at THE PACIFIC FINANCIAL GROUP, INC.

State College, PACRD #4108965Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Julie Ann Mochan has worked in the securities industry since 2007. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Pennsylvania and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
PennsylvaniaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/20/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 2/23/2000
SIE
Securities Industry Essentials Examination
Passed 7/6/2015
Series 7
General Securities Representative Examination
Passed 2/9/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

THE Pacific Financial Group, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE PACIFIC FINANCIAL GROUP, INC.Current
9/10/2018State College, PA
ARIS WEALTH SERVICES INC
6/20/20076/29/2015State College, PA
QUESTAR ASSET MANAGEMENT, INC.
3/23/20077/16/2007State College, PA
SECURITIES AMERICA ADVISORS, INC.
12/2/20053/26/2007State College, PA
PNC INVESTMENTS
8/23/200412/13/2005State College, PA
HILLIARD LYONS ASSET MANAGEMENT
4/22/200311/17/2003State College, PA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THE PACIFIC FINANCIAL GROUP, INC.

Showing 12 of 14 in the directory

View THE PACIFIC FINANCIAL GROUP, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie Ann Mochan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched