JKM WEALTH MANAGEMENT INC

Overview

JKM Wealth Management Inc. operates as an independent RIA that emphasizes equity-centered portfolios and bespoke planning for individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its reported asset mix shows a pronounced preference for exchange-traded equities, indicating a bias toward liquid, publicly traded instruments for core portfolio exposure. Investment activity is dominated by discretionary management: the majority of client assets are managed on a discretionary basis, allowing JKM Wealth Management Inc. to implement tactical and strategic equity allocations across client accounts. The firm charges fees on a percentage-of-AUM basis and supplements that with hourly and fixed-fee engagements, which aligns with a hybrid service model—retained planning work alongside managed portfolios. JKM Wealth Management Inc. is not an active ESG investor per its filing and is not registered as a multi-state adviser. Its custodian relationship is concentrated with Charles Schwab & Co., Inc., which houses the bulk of client assets and supports the firm’s execution and reporting needs.

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