Jk Financial Planning,inc.

Jk Financial Planning,inc. (CRD# 145146) is a financial advisory firm headquartered in Vernon Hills, IL. They manage $800,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jk Financial Planning,inc.
Showing 1 - 1 of 1 top financial advisors.
Jeffrey Kostis
CRD#: 5415496
94 Montclair Rd., Vernon Hills, IL 60061

Jeffrey Kostis (CRD# 5415496) is an Investment Advisor Representative working at Jk Financial Planning,inc. in Vernon Hills, IL and has over 9 years of experience in the finance industry. Jeffrey Kostis 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.

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