J.K. Financial Services, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Norco, California
CRD number
103728
Registered since
May 31, 2000

Firm profile

FINTRX

Overview

J.K. Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 2000. Ownership is held by an individual rather than a firm or institutional owner. Public disclosures about the firm’s client types, fee schedule, and day-to-day advisory activities are minimal; the data set supplied does not describe investment mandates, target client segments, or stated investment philosophy. The firm is flagged as unclassified in the dataset and is not identified as a capital allocator. It does not report active ESG investing, is not described as a multi-state adviser in the registry fields provided, and is not listed as a pension consultant or a related adviser to another entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Lily Ho

    Lily Ho

    CEOCRD 4336165

  • Joe Zheng

    Chief Executive OfficerCRD 2318835

  • Ying-ling Wu

    Chief Operation OfficerCRD 7603371

Contacts

3 of 21
  • Elsa Sou Jing Moy

    Registered RepresentativeCRD 2359334

  • Ranjit Rajwani

    Investment AdvisorCRD 2373401

  • Samuel Kim

    PrincipalCRD 2292477

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norco, CA

Riverside

Location

Norco, CA

Headquartered in Norco, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Riverside
Address
149 Cross Rail Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth