Jason Michael Kooistra
Investment adviser representative at Fiduciary Financial Advisors
21 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Fiduciary Financial AdvisorsOct 2020 to now
- Lake Michigan Credit UnionNov 2009 to Oct 2020
- LPL Financial LLCFeb 2009 to Oct 2020
- Compound Holdings, LLCSep 2005 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Fiduciary Financial Advisors
$1.3BAssets managed
2,183Clients
50Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4055855
- Firm CRD
- 172103