JK
CFP
JK
CFP

John Koester

32 Years of Experience
Reston, VA
BrokerSells Insurance

John Koester is a CFP-designated registered investment advisor, based in Reston, VA, with 32 years of industry experience.

Location

Reston, VA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is the President of Koester Financial Services Corp., a registered representative and investment advisor, dedicating nearly full-time hours to this role. He also serves as an Investment Advisor Representative with Kestra Advisory Services, LLC, spending about half his time providing advisory services, and holds board positions with Corbitt By the Lake Association and Kappa Phi chapter housing assoc, requiring minimal time.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Kestra Advisory Services, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Signator Investors, INC.
May 2016 - October 2016 · 5 mos
Signator Investors, INC.Broker
May 2016 - October 2016 · 5 mos
Transamerica Financial Advisors, INC.
February 2003 - May 2016 · 13 yrs 3 mos
Transamerica Financial Advisors, INCBroker
May 2002 - May 2016 · 14 yrs
American Express Financial Advisors, INC.
November 1993 - May 2002 · 8 yrs 6 mos
Ids Life Insurance CompanyBroker
August 1993 - May 2002 · 8 yrs 9 mos
American Express Financial Advisors INC.Broker
August 1993 - May 2002 · 8 yrs 9 mos
State Registrations9 states
AKCADCMDNCNJNYPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.