J.k. Financial, Inc.

J.K. Financial, Inc. is a registered investment advisor founded in 2019 by John Kvale, offering investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. Services include wealth management, investment management, and financial planning. The firm's investment strategies are primarily long-term focused, utilizing diversified mutual funds, ETFs, individual stocks, bonds, and options contracts. Clients may place restrictions on their investments, subject to advisor acceptance. J.K. Financial manages $172,652,000 in client assets as of December 31, 2024, on a discretionary basis. Fees for investment management services range from 0.50% to 1.75% annually based on factors like service scope and asset levels. Financial planning services are offered at an hourly rate of up to $250. The firm does not charge performance-based fees and does not manage proprietary investment funds. J.K. Financial primarily employs fundamental and technical analysis methods in developing investment strategies. Clients have the right to limit the sharing of personal information, and the firm maintains physical, procedural, and electronic security measures to protect client data. J.K. Financial does not disclose personal information for marketing purposes and shares information with authorized users only. Clients are provided with a copy of the Privacy Policy annually. For more information, clients can contact J.K. Financial at (214) 706-4300 or [email protected].