Menu
J.K. Financial, Inc.
Dallas, Texas
J.K. Financial, Inc., a small investment advisory firm based out of Dallas, TX, prides itself on providing comprehensive financial solutions to its clientele. With over 20 individual clients and a remarkable $146,000,000 in assets under management, the firm has established a strong presence in the financial industry. Specializing in discretionary asset management, J.K. Financial caters predominantly to high net worth individuals seeking personalized investment strategies.
As a dedicated team of professionals, J.K. Financial ensures that each client receives individual attention and tailored financial advice. Their compensation st...see more
Assets Under Mgmt
$146M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for J.K. Financial, Inc.
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.