Jerry Korchak
Jerry Korchak is a registered investment advisor at Kestra Advisory Services, LLC, based in Rockford, IL, with 36 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6833 Stalter Drive, Ste 200, Rockford, IL, 61108
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Jerry is an insurance agent since 2004, spending about 10% of his time matching clients with insurance products. He also provides investment advisory services through Kestra Advisory Services, LLC, and works as a registered representative through Kestra Investment Services, LLC using the DBA NFP Corporate Services (IL), dedicating full-time hours to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Allstate Financial Services, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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