John Joseph Kostic

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2022 → Present
  Claraphi Advisory Network, Llc
  Costa Mesa, CA
• 01/2016 → Present
  Self Employed
  Costa Mesa, CA
• 04/2026 → Present
  Turner Financial Group, Inc.
  Pace, FL

Previous Registrations

• 2013-03-08 → 2016-01-14
  F500 Advisory Services, Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2009-07-21 → 2013-03-07
  B. Riley Wealth Advisors, Inc.
  Newport Beach, CA
  Irvine, CA
  Newport Beach, CA
• 2008-10-24 → 2009-07-24
  J P Turner & Company Capital Management, Llc
  Newport Beach, CA
• 2004-09-21 → 2008-10-24
  Osaic Wealth, Inc.
  Irvine, CA
  Newport Beach, CA
• 2003-06-04 → 2003-09-09
  Wells Fargo Investments, Llc
  Rancho Santa Margarita, CA
• 1998-06-26 → 2003-06-04
  Fsc Securities Corporation
  Irvine, CA

Other Businesses

SELF EMPLOYED - INSURANCE BUSINESS; INVESTMENT RELATED; NEWPORT BEACH, CA; FIXED (TRADITIONAL) LIFE INSURANCE AND ANNUITIES. 07/19/2010; 10 HOURS PER WEEK; MicroSnap, LLC - Not Investment/Securities Related; 1309 Coffeen Avenue, Sheridan, WY; Agricultural Technology; Admin, Business Planning; May 2025; 5 Hours Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-22
• S63 Uniform Securities Agent State Law Examination
  1990-05-31

Designations

• Certified Financial Planner