AdFi
JJ

John Joseph Kostic Jr

Investment Adviser Representative at TURNER FINANCIAL GROUP, INC.

Newport Beach, CACRD #2062399Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 5/31/1990
SIE
Securities Industry Essentials Examination
Passed 6/30/2015
Series 34
Retail Off-Exchange FOREX Examination
Passed 7/19/2011
Series 3
National Commodity Futures Examination
Passed 1/5/2010
Series 7
General Securities Representative Examination
Passed 6/2/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/31/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Turner Financial Group, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TURNER FINANCIAL GROUP, INC.Current
6/12/2026Newport Beach, CA
F500 ADVISORY SERVICES, INC.
3/8/20131/14/2016Newport Beach, CA
NATIONAL ASSET MANAGEMENT, INC.
7/21/20093/7/2013Newport Beach, CA
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
10/24/20087/24/2009Newport Beach, CA
ROYAL ALLIANCE ASSOCIATES, INC.
9/21/200410/24/2008Newport Beach, CA
WELLS FARGO INVESTMENTS, LLC
6/4/20039/9/2003Rancho Santa Margarita, CA
FSC SECURITIES CORPORATION
6/26/19986/4/2003Irvine, CA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TURNER FINANCIAL GROUP, INC.

8 other advisors in the directory

View TURNER FINANCIAL GROUP, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Joseph Kostic Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Joseph Kostic Jr - Financial Advisor in Newport Beach, CA | AdvisorFinder