J.K. Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Norco, California
CRD number
103728
Registered since
May 31, 2000

Firm profile

FINTRX

Overview

J.K. Financial Services, Inc. is organized as a corporation and has been SEC-registered since 2000. The firm is listed as owned by an individual and carries an "unclassified" classification in the available dataset. FINTRX indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided detail on its client segments, fee arrangements, specific business activities, or the nature of its advisory services in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Joe Zheng

    Chief Executive OfficerCRD 2318835

  • Lily Ho

    Lily Ho

    CEOCRD 4336165

  • Ying-ling Wu

    Chief Operation OfficerCRD 7603371

Contacts

3 of 21
  • Elsa Sou Jing Moy

    Registered RepresentativeCRD 2359334

  • James Moon

    James Moon

    PresidentCRD 2109554

  • Paul Nieh

    Insurance AgentCRD 1641129

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norco, CA

Riverside

Location

Norco, CA

Headquartered in Norco, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.

Metro area
Riverside-San Bernardino-Ontario, CA
Region
West
County
Riverside
Address
149 Cross Rail Ln
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth