Justin Koress (CRD# 7302498) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 3 years of experience in the finance industry. Justin Koress has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Bondurant Investment Management, LLC | Winnetka, IL | Sep 2020 - Current | 3 |
Unemployed | Northfield, IL | Jun 2020 - Aug 2020 | < 1 |
University Of Iowa | Iowa City, IA | Aug 2016 - May 2020 | 3 |
Strategic Wealth Partners | Deerfield, IL | May 2019 - Aug 2019 | < 1 |
Lake Shore Country Club | Glencoe, IL | May 2015 - Jun 2019 | 4 |
New Trier High School | Winnetka, IL | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- IL
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$511,851
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
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