Jk Financial Planning,inc.

Jk Financial Planning,inc. (CRD# 145146) is a financial advisory firm headquartered in , . They manage $3,442,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.jkfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $344,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

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

Jeffrey Kostis (CRD# 5415496) is an Investment Advisor Representative working at Jk Financial Planning,inc. in Vernon Hills, IL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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