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 has been SEC-registered since 2000. FINTRX records the firm’s owner type as an individual and classifies the firm as “unclassified.” The data set flags the firm as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not list business activities, advisory specialties, or client types for the firm. Taken together, the available items paint the picture of a small, long‑standing entity with limited disclosure in this data source. The absence of detailed advisory activity or client information in the record suggests either that the firm does not currently report client-facing advisory assets to FINTRX or that those details were not provided to this platform.
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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