J.K. Financial Services, Inc.
Firm details
- Headquarters
- Norco, California
- CRD number
- 103728
- Registered since
- May 31, 2000
Firm profile
FINTRXOverview
J.K. Financial Services, Inc. is organized as a corporation and is reported to be individually owned. The firm's public profile contains minimal detail about its business model: classification is listed as unclassified and there are no disclosed descriptions of advisory activities, fee arrangements, or target client segments. Available data flags the firm as not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not newly formed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joe Zheng
Chief Executive OfficerCRD 2318835
Lily Ho
CEOCRD 4336165
Ying-ling Wu
Chief Operation OfficerCRD 7603371
Contacts
3 of 21Elsa Sou Jing Moy
Registered RepresentativeCRD 2359334
James Moon
PresidentCRD 2109554
Paul Nieh
Insurance AgentCRD 1641129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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