J.K. FINANCIAL, INC.

Overview

J.K. Financial, Inc. is an independent registered investment adviser formed as a corporation and owned by an individual. The firm registered with the SEC in 2019 and focuses its client work on individuals and families, along with advisory relationships for small businesses. Advisory services center on financial planning and discretionary portfolio management; the firm charges a percentage of assets under management and also offers hourly billing for planning or project work. Investment activity is concentrated in publicly offered pooled vehicles, with public funds and mutual funds representing the dominant exposure in client portfolios. J.K. Financial, Inc. does not position itself as a capital allocator or a pension consultant, and it reports that it is not an active ESG investor. Discretionary management is the norm across its accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices