Jay Koski
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJan 2026 to now
- River Financial PlannersDec 2025 to now
- Houser CookJan 2025 to May 2025
- Saint Michael Lutheran ChurchJan 2019 to Jan 2026
- Wsr Certified AccountantsMay 2018 to Aug 2018
- Concordia University - Ann ArborAug 2017 to Jan 2019
- Concordia University - Ann ArborAug 2016 to May 2017
- Airway LanesMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8197336
- Firm CRD
- 6413