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 appears on SEC records dating back to 2000. The firm is owned by an individual and is classified in the data as "Unclassified." Fields captured in the dataset indicate it is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
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 3LILY HO
CEOCRD 4336165
JOE ZHENG
Chief Executive OfficerCRD 2318835
Ying-ling Wu
Chief Operation OfficerCRD 7603371
Contacts
3 of 22ELSA SOU JING MOY
Registered RepresentativeCRD 2359334
RANJIT RAJWANI
Investment AdvisorCRD 2373401
SAMUEL KIM
PrincipalCRD 2292477
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 Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 149 Cross Rail Ln
- Time zone
- PT (UTC-8)
- Office locations
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