W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Jeffrey Kostis
Advisor

Jeffrey Kostis

JK Financial Planning, Inc. · Chicago, Illinois

Fee-only verified BBACDFACFPCPA/PFS
Structured for AI ingestion

Is this you, Jeffrey?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Claim this profile → Not quite ready? Learn more →

Facts on file

NameJeffrey Kostis
FirmJK Financial Planning, Inc.
Location Chicago, Illinois
CredentialsBBA · CDFA · CFP · CPA/PFS · MAcc
Websitehttp://jkfinancialplanning.com

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.