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- Custodian
- Principal
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 114 clients, or 114 clients per representative. That equates to $46.2K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full JK Financial PLANNING,INC. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY KOSTIS
Advisor, President
- CRD
- #5415496
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
JK Financial PLANNING,INC. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.