JAK FINANCIAL SOLUTIONS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Falcon Heights, Minnesota
CRD number
332025
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Jak Financial Solutions LLC operates as a limited liability company focused on capital allocation and the selection of other advisers. The firm does not have a specific classification, which indicates a flexible approach to its advisory services. While it does not actively engage in ESG investing, it serves as a capital allocator, suggesting that it may channel investments into various financial opportunities based on its clients' needs. The firm’s advisory activities primarily revolve around selecting other advisers, which positions it as a facilitator in the investment landscape rather than a direct investment manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Mikel

    PartnerCRD 8015891

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Falcon Heights, MN

RAMSEY

Location

Falcon Heights, MN

Headquartered in Falcon Heights, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
1781 Prior Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth