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JK

John W. Kosar

ASBURY RESEARCH
SCHAUMBURG, IL 60195
CRD#: 8232948
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JK
John Walter KosarASBURY RESEARCH

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

Aliases


Jack Kosar

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 John Walter Kosar'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®
None

Experience


Current

March 4, 2026 - Present

ASBURY RESEARCH LLC

Office #1: 1901 N. Roselle Road Suite 800, Schaumburg, IL 60195
RIA
CRD#: 322202
SCHAUMBURG, 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
(3/4/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/11/2025
Uniform Investment Adviser Law Examination

Current Firm


AR
ASBURY RESEARCH LLC
ASBURY RESEARCH LLC

CRD#: 322202 / SEC#:

Illinois
Registered Investment Advisory firm - (1/3/2023 Approved)
Ohio
Registered Investment Advisory firm - (5/3/2024 Approved)
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Contact information


Main Address
1901 N. Roselle Road Suite 800, Schaumburg, IL 60195
Mailing Address
Phone number
(888) 960-0005
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts21
AUM (Assets Under Management)$ 3,651,251

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


ASBURY RESEARCH LLC

CRD#: 322202Schaumburg, IL 60195

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