AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JK

John Walter Kosar

ASBURY RESEARCH
SCHAUMBURG, IL
·CRD# 8232948·1 year experience

Professional Summary

John Walter Kosar, who also goes by Jack Kosar, is a registered financial advisor currently at ASBURY RESEARCH LLC located in Schaumburg, Illinois. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. John has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Kosar

Blog Corner

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
View profile
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

Contact Information

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

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

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.

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

Years of Experience

1 years in the financial services industry

Current & Past Employments

ASBURY RESEARCH LLC·CRD# 322202
RIA
1901 N. Roselle Road Suite 800, Schaumburg, IL 60195
March 4, 2026 - Present

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

Current Firm

AR
ASBURY RESEARCH LLC

ASBURY RESEARCH LLC

CRD#: 322202
Illinois
Registered Investment Advisory firm - Illinois (1/3/2023 Approved)
Ohio
Registered Investment Advisory firm - Ohio (5/3/2024 Approved)

Contact Information

Main Address

1901 N. Roselle Road Suite 800, Schaumburg, IL 60195

Phone Number

(888) 960-0005

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

20

AUM (Assets Under Management)

$38,232,223

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

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
Illinois
(3/4/2026)

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 Dec 2025About the Series 65 exam

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view John Walter Kosar's CRS (Customer Relationship Summary).

Similar Advisors

Justin John Dagostino
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
JF
James Luke Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

Downers Grove, IL · CRD#
Dana Rose Arvanites
Dana Rose Arvanites

THE DALA GROUP, LLC

HOFFMAN ESTATES, IL · CRD#
AM
Allison M Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL · CRD#
JK
Follow John
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required