DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Joseph Kostic
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Jun 12, 2026
In the industry
36 y
since May 31, 1990 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Turner Financial Group, Inc. independent RIA currentsince Jun 12, 2026 · Pace, Fl
- F500 Advisory Services, Inc. formerMar 8, 2013 to Jan 14, 2016 · Newport Beach, Ca
- B. Riley Wealth Advisors, Inc. BD affiliatedJul 21, 2009 to Mar 7, 2013 · Newport Beach, Ca
- J P Turner & Company Capital Management, LLC formerOct 24, 2008 to Jul 24, 2009 · Newport Beach, Ca
- Osaic Wealth, Inc. BD affiliatedSep 21, 2004 to Oct 24, 2008 · Irvine, Ca
- Wells Fargo Investments, LLC unclassifiedJun 4, 2003 to Sep 9, 2003 · Rancho Santa Margarita, Ca
- Fsc Securities Corporation formerJun 26, 1998 to Jun 4, 2003 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- F500 Advisory Services, Inc. to Turner Financial Group, Inc.left Jan 14, 2016, registered Jun 12, 2026 (3802 days) · Other
- B. Riley Wealth Advisors, Inc. to F500 Advisory Services, Inc.left Mar 7, 2013, registered Mar 8, 2013 (1 days) · Other
- J P Turner & Company Capital Management, LLC to B. Riley Wealth Advisors, Inc.left Jul 24, 2009, registered Jul 21, 2009 (-3 days) · Other
- Osaic Wealth, Inc. to J P Turner & Company Capital Management, LLCleft Oct 24, 2008, registered Oct 24, 2008 (0 days) · Other
- Wells Fargo Investments, LLC to Osaic Wealth, Inc.left Sep 9, 2003, registered Sep 21, 2004 (378 days) · Other
- Fsc Securities Corporation to Wells Fargo Investments, LLCleft Jun 4, 2003, registered Jun 4, 2003 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address