J.K. Financial, Inc. logo

J.K. Financial, Inc. Employee Directory

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.

Find J.K. Financial, Inc. employees' phone numbers or email addresses

J.K. Financial, Inc. Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Asia
2

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  • India
    1
  • China
    1

J.K. Financial, Inc.'s Leadership

  • Stylized image of a person
    J. H.
    Operations Manager
    Phone icon
  • Stylized image of a person
    J. Q.
    My Goal
    Phone icon

J.K. Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from J.K. Financial, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Operations Manager
    Phone icon
    May 29, 2026
  • Stylized image of a person
    J. Q.
    My Goal
    Phone icon
    ChinaShanghai
    Jun 01, 2026

Frequently Asked Questions

What is J.K. Financial, Inc. known for?

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J.K. Financial, Inc. was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore J.K. Financial, Inc.'s company overview page for more information.

What is J.K. Financial, Inc.'s most common email format?

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J.K. Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more J.K. Financial, Inc. email formats with LeadIQ.

How many employees does J.K. Financial, Inc. have currently?

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J.K. Financial, Inc. has approximately 20 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are J.K. Financial, Inc.'s key employees and leadership?

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As of July 2026, J.K. Financial, Inc.'s key employees include:

  • Operations Manager: J. H.
  • My Goal: J. Q.

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