Jkm Wealth Management Inc.

Jkm Wealth Management Inc. (CRD# 297564) is a financial advisory firm headquartered in Boca Raton, FL. They manage $38,295,610 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5550 Glades Road, Suite 500, Boca Raton, FL 33431
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $176,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Jkm Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jim Mui, financial advisor Boca Raton FL
Jim K. Mui
CRD#: 1007131
5550 Glades Road, Suite 500, Boca Raton, FL 33431

Jim Mui (CRD# 1007131) is an Investment Advisor Representative working at Jkm Wealth Management Inc. in Boca Raton, FL and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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