Jerry
Korchak

Kestra Advisory Services, LLC

CRD#1990284
Investment Advisor
in Rockford, IL

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About this Advisor

Jerry Korchak is a financial advisor who works in Rockford, Illinois who has 7 years of industry experience. Korchak is on the advisory team at Kestra Advisory Services, LLC. Korchak has gained experience at Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Korchak holds Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Illinois and Texas. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It has $42 billion in assets among its 140,407 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which service is offered. However, fees charged by Kestra Advisory Services, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6833 Stalter Drive Ste 200
Rockford, IL 61108

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

IL Average: $3,042,739,679
Total Number of Employees

1,311

IL Average: 49
Total Number of Accounts

140,407

IL Average: 2,315
Average Account Size

$297,671

IL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jerry Korchak Work History

Jerry has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2004 - Present (20 years)

Kestra Investment Services, LLC

2004 - 2016 (12 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerry Korchak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Stanton Wheeler
Saint Augustine, FL
Garrett Frey
Pittsburgh, PA
Brandon Kee
Austin, TX
Jacob Rinvelt
Grand Rapids, MI
Charles Campbell
Charlotte, NC
Eloisa Vela
Austin, TX
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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