Jotkoff Financial Services, Inc.

Jotkoff Financial Services, Inc. (CRD# 107670) is a financial advisory firm headquartered in Melbourne, FL. They manage $14,769,241 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $127,321
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
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at Jotkoff Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kim M. James
CRD#: 2919666
1122 S Wickham Road, Melbourne, FL 32904
96
Wealthminder
score

Kim James (CRD# 2919666) is an Investment Advisor Representative working at Jotkoff Financial Services, Inc. in Melbourne, FL and has over 19 years of experience in the finance industry. Kim James 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.

2
Alan M. Jotkoff
CRD#: 1601180
1122 S Wickham Road, Melbourne, FL 32904
96
Wealthminder
score

Alan Jotkoff (CRD# 1601180) is an Investment Advisor Representative working at Jotkoff Financial Services, Inc. in Melbourne, FL and has over 27 years of experience in the finance industry. Alan Jotkoff 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.

3
Ryan P. Jotkoff
CRD#: 4235923
1641 Drew Drive, Atlanta, GA 30318
88
Wealthminder
score

Ryan Jotkoff (CRD# 4235923) is an Investment Advisor Representative working at Jotkoff Financial Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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