Jeffrey Kostis

JK FINANCIAL PLANNING

Vernon Hills, IL

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CRD#: 5415496

Professional summary

Jeffrey Kostis, CFP® is a registered financial advisor currently at JK FINANCIAL PLANNING,INC. located in Vernon Hills, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

Business Owners

Hourly

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Biography

Jeff's passion is working with people and helping them prepare for the transitions in their lives.  Jeff delivers financial plans in easy to understand language, without the usual industry jargon.

Question & Answer

What are your service offerings?

Retirement Planning

Divorce Planning

Comprehensive Financial Planni...

Investment Planning

Retirement Income Management

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kostis'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^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 1, 2007 - Present

JK FINANCIAL PLANNING,INC.

RIA

CRD#: 145146

Vernon Hills, IL

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

Illinois
(10/1/2007)

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

IAR

Series 65

Date: 9/11/2007

Uniform Investment Adviser Law Examination

Current Firm

JK FINANCIAL PLANNING,INC.

CRD#: 145146 / SEC#:

Illinois

Registered Investment Advisory firm - (10/1/2007 Approved)

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Contact information

Main Address

Vernon Hills, IL

Mailing Address

Phone number

(847) 840-7496

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 4,889,889

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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Jeffrey Kostis

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kostis's CRS (Customer Relationship Summary).

Certified licenses

Experience

JK FINANCIAL PLANNING,INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2007

Current Firm

JK FINANCIAL PLANNING,INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JK FINANCIAL PLANNING,INC.

TRUST BUT VERIFY

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