Jack Roland Costello

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 07/2026
  J. Alden Associates, Inc,
  Wayne, PA
• 05/2021 → 05/2024
  Baylor University
  Waco, TX
• 09/2015 → 06/2021
  Student
  Annapolis, MD
• 05/2024 → 02/2025
  Unemployed
  Queenstown, MD
• 11/2025 → 07/2026
  Alden Investment Advisors
  Wayne, PA
• 07/2026 → Present
  Ethos Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2025-11-09 → 2026-07-16
  Alden Investment Group
  Wayne, PA

Other Businesses

Freelance Writer - Non-Investment Related - 07/24/2025 - 2 HOURS PER WEEK DURING NON-TRADING HOURS; WRITES FOR MAGAZINES. PROTEA VENTURES LLC; CO-OWNER OF RENTAL PROPERTY SINCE 8/2025.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-22