JAK Financial Solutions LLC
Firm details
- Headquarters
- Falcon Heights, Minnesota
- CRD number
- 332025
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Matthew Mikel
PartnerCRD 8015891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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