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j.k. Financial, Inc.
formed in 1995, our company is a fee only wealth management and financial planning firm. clients include retail and institutional clients who reside in various parts of the us and across six foreign countries. our firm is a registered investment advisor with the securities and exchange commission. the firm specializes in investment management, and proactively selects individual equities, etf’s, low cost mutual funds, and individual bonds for client portfolios. the firm currently selectively accepts new clients with investable assets of $1,000,000 or more. the firm acts as a fiduciary for clients and manages funds on a discretionary basis.
Frequently asked questions about j.k. Financial, Inc.
Let us help answer the most common questions you might have.
Where is j.k. Financial, Inc. located?
j.k. Financial, Inc.'s headquarters is located at 8222 Douglas Avenue, Suite 590, Dallas, Texas, United States, 75225
How many employees does j.k. Financial, Inc. have?
j.k. Financial, Inc. has 72 employees
What industry does j.k. Financial, Inc. belong to?
j.k. Financial, Inc. is in the industry of: Financial Services
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free
