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. 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
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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