JK
Jason M. Kooistra
FIDUCIARY FINANCIAL ADVISORS
Grand Rapids, MI 49503
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CRD#: 4055855
JK
Professional summary
Jason Michael Kooistra is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Grand Rapids, Michigan.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 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.
Mr. Kooistra is an independent insurance agent (life and health). Mr. Kooistra may recommend these services to clients. This other business activity pays Mr. Kooistra commissions that are separate from the fees described in the firm's ADV Part 2A. This is a conflict of interest because the commissions give Mr. Kooistra a financial incentive to recommend and sell clients the insurance products. However, Mr. Kooistra attempts to mitigate any conflicts of interest to the best of his ability by informing clients that they are never obligated to purchase recommended insurance through him. Additionally, Mr. Kooistra uses the services of a third-party brokerage to obtain multiple price quotes in a proactive effort to obtain cost reductions for each client. Additionally, he informs clients that they always have the right to choose whether to act on the recommendation and are not obligated to use him for the placement of their insurance. Mr. Kooistra is presently a Vice President of the Board of Directors for ReNew Upscale Thrift Store, a 501(c)3 non-profit organization where he spends 2 hours per month. The entity and role is not investment advice related in any way.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Kooistra's 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®
NoneExperience
Current
November 12, 2020 - Present
FIDUCIARY FINANCIAL ADVISORS
Office #1: 124 Fulton St. East Suite 200, Grand Rapids, MI 49503RIA
CRD#: 172103
Grand Rapids, MI
Past
August 5, 2010 - November 4, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
GRAND RAPIDS, MI
Past
February 23, 2009 - November 4, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
GRAND RAPIDS, MI
Past
March 15, 2002 - February 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
GRAND RAPIDS, MI
Past
June 7, 2001 - March 12, 2002
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
COLUMBUS, OH
Past
May 25, 2000 - June 11, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
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".
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 Terminated)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
Michigan(11/12/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
FF
FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103 / SEC#: 801-120619
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Michigan
Registered Investment Advisory firm - (5/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
124 Fulton St. East Suite 200, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 622-3062
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,035 |
| AUM (Assets Under Management) | $ 1,165,890,928 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 10/16/2024 |
Red Flags
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Company Information
FIDUCIARY FINANCIAL ADVISORS
CRD#: 172103Grand Rapids, MI 49503TRUST BUT VERIFY
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