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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
4

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  • United States Of America
    4

Asia
2

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  • Malaysia
    1
  • China
    1

Africa
1

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  • Zambia
    1

J.K. Financial, Inc.'s Leadership

  • My Goal at J.K. Financial, Inc.
    J. Q.
    My Goal
    Mobile Phone

J.K. Financial, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from J.K. Financial, Inc.

Name
Title
Contact
Location
Last Update
  • My Goal at J.K. Financial, Inc.
    J. Q.
    My Goal
    Mobile Phone
    China, Shanghai
    Jun 01, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconJ.K. Financial, Inc. was founded in 1995 and operates in the Financial Services industry. You can contact J.K. Financial, Inc.'s main corporate office by phone at
+1-214-706-****
. Explore J.K. Financial, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconJ.K. Financial, Inc. employees' email format typically follows the pattern of First@jkfinancialinc.com. 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?

Minus sign iconPlus sign iconJ.K. Financial, Inc. has approximately 20 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Africa.

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

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

  • My Goal: J. Q.

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