J.k. Financial, Inc.

J.k. Financial, Inc. (CRD# 114929) is a financial advisory firm headquartered in Dallas, TX. They manage $96,400,000 in 435 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $221,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at J.k. Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald W. Capone
CRD#: 4439111
8222 Douglas Ave, Suite 590, Dallas, TX 75225
96
Wealthminder
score

Donald Capone (CRD# 4439111) is an Investment Advisor Representative working at J.k. Financial, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

2
John A. Kvale
CRD#: 2047457
8222 Douglas Ave, Suite 590, Dallas, TX 75225
96
Wealthminder
score

John Kvale (CRD# 2047457) is an Investment Advisor Representative working at J.k. Financial, Inc. in Dallas, TX and has over 26 years of experience in the finance industry. John Kvale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.