What is JK Financial Planning?

JK Financial Planning is a marketing brand used by financial advisors registered under CRD #null (CRD #null). The SEC and FINRA track regulatory actions under the registered firm, not the brand name.

Is JK Financial Planning a registered financial firm?

JK Financial Planning is not directly registered with the SEC or FINRA. It operates under CRD #null, which holds CRD #null. All regulatory oversight, complaints, and disclosures are filed under the parent firm.

JK Financial Planning

Marketing Brand

VERNON HILLS, IL

Jeff will help you understand every aspect of your finances and offer financial guidance with easy to understand and valuable advice. With Jeff by your side, ...

Why This Matters

A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.

Source: SEC Form ADV filings and FINRA BrokerCheck

Brand Information

Address

VERNON HILLS, IL

Website

jkfinancialplanning.com

First Discovered

Aug 11, 2025

Advisors Under This Brand(1)

These advisors use the JK Financial Planning brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.

Jeffrey Kostis

CRD 5415496IL