LPL Financial
17yrs
More experience than 55% of advisors nationwide
New
Jay Koski
Financial advisor at LPL Financial
Jay Koski is a fiduciary financial advisor in Schoolcraft, Michigan, registered since Feb 2026. Jay joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office223 N Grand, Schoolcraft, MI 49087
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowLPL Financial LLCCurrent firm
Contact Jay
223 N GrandSchoolcraft, MI 49087Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call LPL Financial at (704) 733-3300 and ask for Jay Koski. Jay works from the Schoolcraft, MI office.
How long has Jay been a financial advisor?
Jay is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.