Falists
← Back to search

JK FINANCIAL PLANNING,INC.

CRD 145146

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$5.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 114 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-21

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)ADVISER PROVIDES CONSULTING SERVICES IN RESPONSE TO SPECIFIC QUESTIONS ASKED THROUGH A WEB PLATFORM WHICH PROVIDES CONSUMERS WIT

All web addresses on file

Official SEC filing: View on IAPD