John Joseph Kostic Jr
Investment Adviser Representative at Turner Financial Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Joseph Kostic Jr. is an investment adviser representative with Turner Financial Group, Inc. in Newport Beach, CA, where they have been registered since 2026. They have worked in the securities industry since 2000 and have been registered with 7 firms, including F500 Advisory Services, Inc. and National Asset Management, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Florida.
Registrations & licenses
- Investment adviser:
- California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Claraphi Advisory Network, LLCAug 2022 – no end date reportedCosta Mesa, CA
- SELF EmployedJan 2016 – no end date reportedCosta Mesa, CA
- Turner Financial Group, Inc.Apr 2026 – no end date reportedPace, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Turner Financial Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial services including investing to build wealth, protect family, or preserve assets; retirement planning; and guidance on investment ideas and long-term financial goals.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Pace, FL
- SEC file number:
- 801-129021
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Turner Financial Group, Inc.
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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.
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