John Gosztyla (CRD# 5489626) is an Investment Advisor Representative working at Independent Financial Partners in Jacksonville Beach, FL and has over 16 years of experience in the finance industry. John Gosztyla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | Jul 2019 - Current | 4 |
| Independent Financial Partners | Tampa, FL | Jul 2019 - Current | 4 |
| Gosztyla Financial LLC | Jacksonville Beach, FL | Aug 2009 - Current | 14 |
| Lpl Financial LLC | Jacksonville Beach, FL | Apr 2017 - Jun 2019 | 2 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Apr 2017 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2007 - Apr 2017 | 9 |
| First Command Financial Services, Inc. | Fort Worth, TX | Dec 2007 - Apr 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- AL
- AK
- CA
- FL
- GA
- IN
- MI
- MO
- NC
- SC
- TX
- VA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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