J.K. Financial, Inc. Email Format
Financial ServicesTexas, United States11-50 Employees
J.K. Financial, Inc. is a fee-only wealth management and financial planning firm formed in 1995 and based in Dallas, Texas. It operates as a registered investment adviser with the Securities and Exchange Commission. The firm emphasizes investment management, building client portfolios through a selective mix of individual equities, exchange-traded funds, low-cost mutual funds, and individual bonds. Its client base includes both retail and institutional clients located across the United States and six foreign countries. As a fiduciary, the firm manages portfolios on a discretionary basis, aligning decisions with each client's objectives and risk tolerance.