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RIA / WealthAdvisorCertified Financial Planner36 years in industry

JOHN JOSEPH KOSTIC

Advisor at TURNER FINANCIAL GROUP, INC.

Newport Beach, CA | PACE, FL

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Search this name across graphsid dfx:ria:841cf80c-6a16-ccab-4bbc-47a86804ac17

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 26, 1998 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TURNER FINANCIAL GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 31, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 31, 1990
First registration: Jun 26, 1998
Dual registered: no
IAPD individual key: 2062399

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TURNER FINANCIAL GROUP, INC.	Independent wealth	Jun 12, 2026	n/a	yes	PACE, FL\|Newport Beach, CA	Current employment
F500 ADVISORY SERVICES, INC.	Former SEC adviser	Mar 8, 2013	Jan 14, 2016	no	NEWPORT BEACH, CA\|NEWPORT BEACH, CA	Previous registration
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Jul 21, 2009	Mar 7, 2013	no	NEWPORT BEACH, CA\|IRVINE, CA\|NEWPORT BEACH, CA	Previous registration
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Oct 24, 2008	Jul 24, 2009	no	NEWPORT BEACH, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 21, 2004	Oct 24, 2008	no	IRVINE, CA\|NEWPORT BEACH, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jun 4, 2003	Sep 9, 2003	no	RANCHO SANTA MARGARITA, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jun 26, 1998	Jun 4, 2003	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F500 ADVISORY SERVICES, INC.	TURNER FINANCIAL GROUP, INC.	Jan 14, 2016	Jun 12, 2026	3,802	Firm change after gap	Other
B. RILEY WEALTH ADVISORS, INC.	F500 ADVISORY SERVICES, INC.	Mar 7, 2013	Mar 8, 2013	1	Firm change	Other
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	B. RILEY WEALTH ADVISORS, INC.	Jul 24, 2009	Jul 21, 2009	-3	Firm change	Other
OSAIC WEALTH, INC.	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Oct 24, 2008	Oct 24, 2008	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	OSAIC WEALTH, INC.	Sep 9, 2003	Sep 21, 2004	378	Firm change	Other
FSC SECURITIES CORPORATION	WELLS FARGO INVESTMENTS, LLC	Jun 4, 2003	Jun 4, 2003	0	Firm change	Other

Relationships

Registered with (7)

→ TURNER FINANCIAL GROUP, INC.Registered adviserregistration: current employment
Jun 12, 2026 to presentfactForm ADV
→ F500 ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 8, 2013 to Jan 14, 2016factForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 21, 2009 to Mar 7, 2013factForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 24, 2008 to Jul 24, 2009factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 21, 2004 to Oct 24, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 4, 2003 to Sep 9, 2003factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 26, 1998 to Jun 4, 2003factForm ADV

Dated events

No dated event names this entity yet.