John Kostic has been an investment adviser representative at Turner Financial Group since June 2026, and is not listed among the firm’s executive officers or direct owners. John Kostic holds a Bachelor of Arts from the University of Delaware.
Turner Financial Group, Inc. is a Pace, FL firm with $230M under management, 620 clients and 8 advisers across 7 offices, as of its June 2026 filing.
John Kostic Jr. is Director of Financial Planning at Turner Financial Group. He has advised high-net-worth families and privately held business owners since 1990, integrating estate, tax, business succession and investment strategy into a single coordinated plan. Kostic served from 1987 to 2004 as an aviation officer in the U.S. Army National Guard, separating at the rank of Captain.
John Kostic’s longest registration was 4 years at FSC Securities Corporation (1998–2003). Before joining Turner Financial Group in 2026, John Kostic was registered through F500 Advisory Services, Inc. and National Asset Management, Inc.
- Turner Financial Group, Inc.Current– present · under a yearNewport Beach, CA · Adviser representative · Firm CRD 134204
- F500 Advisory Services, Inc.– · 2 yearsNewport Beach, CA · Adviser representative · Firm CRD 107519
- National Asset Management, Inc.– · 3 yearsNewport Beach, CA · Adviser representative · Firm CRD 115927
- J P Turner & Company Capital Management, LLC– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 124446
- Royal Alliance Associates, Inc.– · 4 yearsNewport Beach, CA · Adviser representative · Firm CRD 23131
- Wells Fargo Investments, LLC– · under a yearRancho Santa Margarita, CA · Adviser representative · Firm CRD 10582
- FSC Securities Corporation– · 4 yearsIrvine, CA · Adviser representative · Firm CRD 7461
Professional designations
Listed by Turner Financial Group
- CFP®
- CEPA®
Investment adviser representative registrations
John Kostic is registered as an investment adviser representative in 2 states, as a resident of California. Each was approved in June 2026.
- CaliforniaResidentSince 23 June 2026
- FloridaSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 34 | Retail Off-Exchange FOREX Examination | 19 July 2011 |
| Series 3 | National Commodity Futures Examination | 5 January 2010 |
| Series 7 | General Securities Representative Examination | 2 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 May 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Retail Off-Exchange FOREX Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Joseph Kostic
- CRD
- 2062399
- Firm
- Turner Financial Group · CRD 134204
- Office
- Newport Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- turnerfg.com
Where does John Kostic work?
John Kostic is an investment adviser representative registered through Turner Financial Group, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Kostic a financial advisor?
Yes. John Kostic has a current investment-adviser registration in California and Florida, through Turner Financial Group since June 2026.
How many years of experience does John Kostic have?
John Kostic has 25 years in the financial industry, since November 2000, across 7 adviser firms.
What exams has John Kostic passed?
John Kostic has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 3, Series 34 and Series 65. The earliest, the Series 63, was passed in May 1990. FINRA credited John Kostic with the SIE, which began in October 2018.
Where did John Kostic work before Turner Financial Group?
Before Turner Financial Group, John Kostic was registered through F500 Advisory Services, Inc., March 2013 to January 2016; National Asset Management, Inc., July 2009 to March 2013; J P Turner & Company Capital Management, LLC, October 2008 to July 2009; Royal Alliance Associates, Inc., September 2004 to October 2008; Wells Fargo Investments, LLC, June 2003 to September 2003; FSC Securities Corporation, June 1998 to June 2003.
Where is John Kostic based?
John Kostic’s registered office is in Newport Beach, CA.
Is John Kostic registered with FINRA?
No. John Kostic has no current broker registration.
Is John Kostic a CFP?
Turner Financial Group lists John Kostic with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify John Kostic’s record?
Search CRD 2062399 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Kostic’s full registration record.