$5.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
114 ADV. Clients
18 yrs Firm Age
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- Custodian
- Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
-- Vernon Hills IL
About JK Financial PLANNING,INC.
JK Financial Planning is a founder-led, independent fiduciary practice led by Jeffrey Kostis, providing personalized financial planning, coaching, and ongoing portfolio management for individuals and families navigating life changes and retirement. The firm supports broader planning needs including tax, insurance, and estate considerations, and implements client portfolios primarily with ETFs in SMAs.
Team overview
55 AVG AGE
$5.3M AVG AUM / ADVISOR
$46.2K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
J
JEFFREY KOSTIS
Advisor, President
- CRD
- #5415496
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,261,790 | -- |
| Total | $5,261,790 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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