JC
John Charles Koudsi
CRD 2724676
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Core Financial Partners Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Counterpoint Mutual Funds, Llc
Managing Member, Chief Strategic Officer · 25% – 50% · Sep 2024
-
Core Financial Partners Inc.
Ceo / Cfo · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗