J.K. Financial, Inc. Employee Directory

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

J.K. Financial, Inc. was founded in 1995. J.K. Financial, Inc. operates in the Financial Services industry.

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

J.K. Financial, Inc. has approximately 18 employees.

Financial ServicesUnited States11-50 Employees

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.

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

J.K. Financial, Inc. Global Highlights

North America
8

United States Of America
8

Asia
3

India
2
China
1

J.K. Financial, Inc.'s Leadership

S. A.
President
Mobile Phone
Email
J. K.
Founder
Mobile Phone
Email
D. C.
Portfolio Manager
Mobile Phone
Email
C. K.
Office Manager
Mobile Phone
Email
J. H.
Operations Manager
Mobile Phone
Email
E. B.
Intern
Mobile Phone
Email
J. Q.
My Goal
Mobile Phone
Email

Contact profiles from J.K. Financial, Inc.

Name

Title

Contact Info

Location

Last Update

J. K.
Founder
Mobile Phone
Email
Nov 05, 2025
S. A.
President
Mobile Phone
Email
United StatesNew York
May 05, 2024
D. C.
Portfolio Manager
Mobile Phone
Email
United StatesTexas
Oct 27, 2025
C. K.
Office Manager
Mobile Phone
Email
United StatesTexas
Nov 05, 2025
J. H.
Operations Manager
Mobile Phone
Email
United StatesTexas
Oct 23, 2025
E. B.
Intern
Mobile Phone
Email
United StatesMissouri
Oct 23, 2024
J. Q.
My Goal
Mobile Phone
Email
ChinaShanghai
Oct 24, 2025

Frequently Asked Questions

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

J.K. Financial, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 8222 DOUGLAS AVE, SUITE 590 DALLAS, TX 75225, US; you can contact the 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?

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?

J.K. Financial, Inc. has approximately 18 employees as of October 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of October 2025, J.K. Financial, Inc.'s key employees include:

President: S. A.
Founder: J. K.
Portfolio Manager: D. C.
Office Manager: C. K.
Operations Manager: J. H.

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