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JMK & ASSOCIATES, LLC
CRD 312760 · SEC 801-120424
102 EAST MAIN STREET, SPOKANE, WA, 99202, United States
Phone
509-703-7771
Fax
509-703-7674
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.4M
Discretionary AUM
$268.4M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1119 | $121.8M |
| High net worth individuals | 334 | $144.8M |
States served
AZ, CA, CO, GA, ID, IL, OR, UT, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD