JONDAKNOWS FINANCIAL GROUP, INC.

Overview

Jondaknows Financial Group, Inc. is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm operates as a capital allocator—selecting third‑party managers and funds on behalf of clients—while also delivering hourly planning work and educational workshops. Investment activity centers on pooled public funds and mutual funds for core allocations, supplemented by allocations to external alternative managers when appropriate. The firm is not positioned as an ESG investor and does not present itself as a multi‑state or pension consulting adviser. Services emphasize personalized planning and manager selection rather than running large proprietary strategies. That approach suits clients who want access to outside managers (including private markets and hedge fund strategies) while retaining a single adviser for planning, portfolio oversight and ongoing client education.

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Public Holdings

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Location & Offices