Be advised. This firm is no longer registered.

Jwk Financial Group

Jwk Financial Group (CRD# 170176) is a financial advisory firm headquartered in Rockville, MD. They manage $3,231,670 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1101 Wooton Parkway, Suite 400, Rockville, MD 20852
http://www.jwkfinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $170,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

DC, MD

Financial Advisors at Jwk Financial Group
No Advisor Found.

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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