JK
Jack F. Kosinski
EAST END FINANCIAL GROUP
Riverhead, NY 11901
Some features on this profile are disabled
CRD#: 5246787
JK
Professional summary
Jack Francis Kosinski, CFP®, who also goes by Jack F. Kosinski, is a registered financial advisor currently at EAST END FINANCIAL GROUP, INC. located in Riverhead, New York and OSAIC WEALTH, INC. located in Riverhead, New York.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jack has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack F. Kosinski
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.
1. EAST END FINANCIAL - REGISTERED INVESTMENT ADVISORY FIRM SECURITIES RELATED. ASSISTANT. START DATE 1990. TIME DEVOTED - 80 HRS. MONTH / DURING MARKET HOURS COMP 100,000 2. 3KZ, LLC-REAL ESTATE CLOSING-NOT INV RELATED-START 2016-25% OWNER-2HRS MO COMP 25,000 3. KOSINSKI ASSC- REGISTERED INVESTMENT ADVISOR-INVESTMENT RELATED-START DATE 1980-80 HRS MONTH DURING MARKET HOURS COMP 100,000 4. ROANOKE AVE., LLC POSITION: Owener NATURE: real estate holdings. non-investment related INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2023 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: collect rents and maintain building 5. KOSINSKI ASSOCIATES, INC. POSITION: Wealth Advisor NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/26/2010 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: Wealth Advisor 6. EAST END FINANCIAL GROUP, INC. POSITION: wealth advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/26/2010 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: wealth advisor 7. 3KZ, LLC POSITION: managing member NATURE: Real estate holdings - non- investment related INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2015 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: manage real estate property
CRS (Client Relationship Summary) - RIA
Click below to view Jack Francis Kosinski'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®
CFP®
Start date: 2018
Experience
Current
October 28, 2016 - Present
EAST END FINANCIAL GROUP, INC.
Office #1: 318 Roanoke Ave, Riverhead, NY 11901RIA
CRD#: 110584
Riverhead, NY
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 318 Roanoke Avenue, Riverhead, NY 11901RIA
BD
CRD#: 23131
RIVERHEAD, NY
Past
April 26, 2010 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
RIVERHEAD, NY
Past
January 1, 2009 - May 3, 2010
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
BD
CRD#: 37819
HARTFORD, CT
Past
April 12, 2007 - January 1, 2009
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
December 14, 2006 - February 23, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
HAUPPAUGE, NY
Past
December 14, 2006 - February 23, 2007
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HAUPPAUGE, NY
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".
EE
EAST END FINANCIAL GROUP, INC.
EAST END FINANCIAL GROUP, INC. | KOSINSKI ASSOCIATES INC
CRD#: 110584 / SEC#: 801-34431
RIA
Registered Investment Advisory firm - (5/15/1989 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(10/11/2024)
IAR
New York(5/22/2021)
RR
New York(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EE
EAST END FINANCIAL GROUP, INC.
EAST END FINANCIAL GROUP, INC. | KOSINSKI ASSOCIATES INC
CRD#: 110584 / SEC#: 801-34431
RIA
Registered Investment Advisory firm - (5/15/1989 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
318 Roanoke Ave, Riverhead, NY 11901
Mailing Address
Phone number
(631) 727-8111
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 341 |
| AUM (Assets Under Management) | $ 579,190,476 |
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.
Company Information
EAST END FINANCIAL GROUP, INC.
CRD#: 110584Riverhead, NY 11901TRUST BUT VERIFY
Monitor Jack Kosinski
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
