Unclaimed Profile

John Joseph Kosar

ASBURY INVESTMENT MANAGEMENT LLC·OAKBROOK TERRACE, Illinois

Series 7, Series 63, Series 65Clean record8 years registeredASBURY INVESTMENT MANAGEMENT LLC

TWO TRANSAM PLAZA DR., OAKBROOK TERRACE, IL 60181CRD# 4471150Firm CRD# 291990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Kosar · OAKBROOK TERRACE, IL

Registration

CRD #4471150 · ASBURY INVESTMENT MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

ASBURY RESEARCH LLC

Jan 2023 – present

ASBURY INVESTMENT MANAGEMENT LLC

Feb 2018 – Apr 2023

OAKBROOK TERRACE, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 5, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASBURY INVESTMENT MANAGEMENT LLC

CRD 291990 · SEC 801-116699

AUM

$18M

Regulatory assets under management

Employees

60 client accounts

Services offered by ASBURY INVESTMENT MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASBURY INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Kosar offer?

John Joseph Kosar specializes in Investment Management, Fee-Only Advisory. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are John Joseph Kosar's credentials?

John Joseph Kosar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Kosar located?

John Joseph Kosar is based in OAKBROOK TERRACE, Illinois, working with ASBURY INVESTMENT MANAGEMENT LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does John Joseph Kosar charge for services?

John Joseph Kosar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASBURY INVESTMENT MANAGEMENT LLC?

ASBURY INVESTMENT MANAGEMENT LLC has approximately 3 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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