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 based in Rockford, Illinois, working with Kestra Advisory Services, LLC. Jerry has previously held positions at Nfp Securities, Inc, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Jerry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Jerry is part of Kestra Advisory Services, LLC, which operates out of Rockford, Illinois. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$48,324,319,629

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

1,266

IL Average: 49
Total Number of Accounts

140,425

IL Average: 2,315
Average Account Size

$344,129

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

2016 - Present (8 years)

Kestra Advisory Services, LLC

2004 - Present (20 years)

Kestra Investment Services, LLC

2004 - 2016 (12 years)

Nfp Securities, Inc

Created with Highcharts 6.0.7

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

Paul Rogers
Mckinney, TX
Joseph Kamon
Pittsburgh, PA
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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