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Jonathan K
Series 65, Series 63
Newport Beach, CA
OSAIC Institutions, inc.
Jonathan Koester is a financial advisor with OSAIC Institutions, Inc. in Newport Beach, CA. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior firms include Raymond James and Associates, Inc., and K2 Capital Management, LLC. Outside of finance, he is a part-owner of FIX 24-7, a restoration company providing mitigation services such as water damage and mold remediation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure, providing clients access to discretionary and non-discretionary management, alternative investments, and lending solutions through a network of investment adviser representatives.
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