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J.K. FINANCIAL, INC.
CRD 114929 · SEC 801-116829
8222 DOUGLAS AVE, SUITE 590, DALLAS, TX, 75225, United States
Phone
214-706-4300
Fax
214-706-4262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.8M
Discretionary AUM
$195.8M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $477K |
| High net worth individuals | 128 | $195.1M |
States served
VA, TX
All web addresses on file
Official SEC filing: View on IAPD