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Katrina Jael Kourkoutis

Katrina Jael Kourkoutis

CFP®
A MORE CERTAIN PATH
Jefferson, LA
·CRD# 3149979·25 years experience

Professional Summary

Katrina Jael Kourkoutis, CFP® is a registered financial advisor currently at A MORE CERTAIN PATH located in Jefferson, Louisiana. Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Katrina has worked at 9 firms and has passed the Series 65 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

25 years in the financial services industry

Current & Past Employments

A MORE CERTAIN PATH·CRD# 317497
RIA
Jefferson, LA
February 14, 2022 - Present
MONTZ HARCUS WEALTH MANAGEMENT·CRD# 301963
RIA
New Orleans, LA
July 3, 2019 - January 25, 2022
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
New Orleans, LA
October 31, 2018 - June 3, 2019
CRESCENT STERLING LTD.·CRD# 106633
RIA
Metairie, LA
November 5, 2016 - December 8, 2016
PEBBLE MANAGEMENT GROUP·CRD# 151255
RIA
Metairie, LA
October 18, 2010 - April 20, 2016
WEALTHHARBOR CAPITAL GROUP, LLC·CRD# 118614
RIA
New Orleans, LA
October 22, 2009 - October 15, 2010
WFG INVESTMENTS, INC.·CRD# 22704
BD
New Orleans, LA
September 27, 2006 - November 27, 2006
DORSEY & COMPANY, INC.·CRD# 1668
BD
New Orleans, LA
March 30, 2005 - December 31, 2005
PAN-AMERICAN FINANCIAL ADVISERS·CRD# 15578
BD
New Orleans, LA
October 21, 2003 - September 7, 2004
DORSEY & COMPANY, INC.·CRD# 1668
BD
New Orleans, LA
August 16, 2001 - February 21, 2003

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Current Firm

AM
A MORE CERTAIN PATH

A MORE CERTAIN PATH | A MORE CERTAIN PATH, LLC

CRD#: 317497
Louisiana
Registered Investment Advisory firm - Louisiana (4/6/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (2/1/2022 Conditional Restricted)

Contact Information

Main Address

Jefferson, LA

Mailing Address

One Galleria Blvd.,suite 1900, Metairie, LA 70001-7553

Phone Number

(504) 358-3385

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Ms. Kourkoutis is owner and sole practitioner of AMCP Tax and Bookkeeping Services, LLC d/b/a A More Certain Path, which operates out of the same principal office and place of business as A More Certain Path, LLC, namely 408 Shrewsbury Ct, Jefferson, LA 70121 and mailing address 1 Galleria Blvd., Suite 1900, Metairie, LA 70001. The nature of the business is tax planning and preparation and bookkeeping services. A More Certain Path, LLC and AMCP Tax and Bookkeeping Services, LLC are affiliated businesses offering complementary financial services to each company's respective clients for ease of access for clients and to provide more comprehensive financial-related services to individuals and small businesses. Ms. Kourkoutis also works as a tax preparer as a seasonal employee for Intuit, Inc, generally between Jan 9 and Apr 15. Neither of these activities are investment management or investment advice related. During tax season between Jan 9 - Apr 15 and the extension season between Aug 15 - Oct 15, 20 - 40+ hours may be spent on tax services, between the hours of 9 am and 9 pm. Otherwise, 0 - 40 hours may be spent on this business in any given week, depending on the respective company's active engagements at the time. As of this filing, A More Certain Path, LLC is updating its disclosures to announce this relationship. Prior to this date, AMCP Tax and Bookkeeping Services, LLC had not open for business and has not advertised, offered, or engaged any client for tax or bookkeeping services. A More Certain Path, LLC does not execute trades on a discretionary or non-discretionary basis and thus does not accept trading instructions during securities trading hours or any other time.

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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.
IAR
Louisiana
(4/6/2022)
IAR
Texas
(2/14/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2010About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Aug 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Katrina Jael Kourkoutis's CRS (Customer Relationship Summary).

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Katrina Jael Kourkoutis
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