John C. Koudsi

CORE FINANCIAL

El Segundo, CA 90245

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CRD#: 2724676

Professional summary

John Charles Koudsi, CFP® is a registered financial advisor currently at CORE FINANCIAL located in El Segundo, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TROJAN STORAGE; NON-INVESTMENT RELATED; 1426 AVIATION BLVD #104, REDONDO BEACH, CA 90278; COMMERCIAL STORAGE FIRMS; MANAGING MEMBER & STRATEGIST; 3/20/2007; 10 HOURS/MO, NONE DURING TRADING HOURS; ARRANGE FINANCING, PERFORM MARKET RESEARCH, HELP RAISE CAPITAL. 31TEN LOUNGE; NON-INVESTMENT RELATED; 3110 MAIN STREET, SANTA MONICA, CA 90405; RESTAURANT/LOUNGE; MANAGING MEMBER; 10/27/2010; 2 HRS/MO, 0 DURING TRADING HOURS; MANAGING MEMBER, NO DAY-TO-DAY OPERATIONAL DUTIES, REVIEW MONTHLY FINANCIALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Koudsi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

December 9, 2020 - Present

CORE FINANCIAL

Office #1: 222 N Pacific Coast Highway Ste 1900, El Segundo, CA 90245

RIA

CRD#: 155205

El Segundo, CA

Past

October 8, 2010 - December 31, 2019

CORE FINANCIAL

RIA

CRD#: 155205

VENICE, CA

Past

December 15, 1997 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VENICE, CA

Past

July 11, 1996 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 11, 1996 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VENICE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE FINANCIAL

CORE FINANCIAL | WEST COAST FINANCIAL ADVISORY, LLC | CORE FINANCIAL PARTNERS INC.

CRD#: 155205 / SEC#: 801-100415

RIA

Registered Investment Advisory firm - (7/6/2015 Approved)

California

Registered Investment Advisory firm - (8/12/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/9/2020)

IAR

Texas
(12/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/15/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/10/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/13/2001

General Securities Principal Examination

Current Firm

CORE FINANCIAL

CORE FINANCIAL | WEST COAST FINANCIAL ADVISORY, LLC | CORE FINANCIAL PARTNERS INC.

CRD#: 155205 / SEC#: 801-100415

RIA

Registered Investment Advisory firm - (7/6/2015 Approved)

California

Registered Investment Advisory firm - (8/12/2015 Terminated)

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Contact information

Main Address

222 N Pacific Coast Highway Ste 1900, El Segundo, CA 90245

Mailing Address

Phone number

(310) 450-6004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/25/2025)

ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 284,599,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John C. Koudsi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Koudsi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE FINANCIAL

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CORE FINANCIAL

State Registrations and Notice Filings

Exams

Series 63

Date: 5/15/1996

Series 7

Date: 7/10/1996

Series 24

Date: 6/13/2001

Current Firm

CORE FINANCIAL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE FINANCIAL

TRUST BUT VERIFY

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