Jsk Financial Services LLC

Jsk Financial Services LLC (CRD# 160195) is a financial advisory firm headquartered in Annapolis, MD. They manage $74,146,979 in 330 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $224,688
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

MD, NC, VA

Financial Advisors at Jsk Financial Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
James S. Kantowski
CRD#: 4417452
721 Melvin Avenue, Annapolis, MD 21401
103
Wealthminder
score

James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.

 

Jim 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 putclients' interests first, and comply with the Financial Planning Practice Standards.

 

When he's not busy building on his 20 years experience, you'll find him involved in his community. He is on the board of the Financial Education Foundation and co-founder of Fish For a Cure. He also coaches basketball and baseball for his four children.

2
Yvonne M. Scoggins
CRD#: 3183740
Crownsville, MD
93
Wealthminder
score

Yvonne Scoggins (CRD# 3183740) is an Investment Advisor Representative working at Jsk Financial Services LLC in Crownsville, MD and has over 18 years of experience in the finance industry.

3
Samantha L. Winogrond
CRD#: 5557523
Asheville, NC
88
Wealthminder
score

Samantha Winogrond (CRD# 5557523) is an Investment Advisor Representative working at Jsk Financial Services LLC in Asheville, NC and has 1 year of experience in the finance industry.

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