J.K. Financial Services, Inc.
Firm details
- Headquarters
- Norco, California
- CRD number
- 103728
- Registered since
- May 31, 2000
Firm profile
FINTRXOverview
J.K. Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 2000. The firm is held by an individual owner and is recorded in FINTRX with an "unclassified" business designation. The dataset provides minimal detail on specific advisory services, target client segments, or fee arrangements, so the firm's business model and client-facing activities are not documented in the available snapshot. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, a related adviser to another entity, or a newly formed adviser.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joe Zheng
Chief Executive OfficerCRD 2318835

Lily Ho
CEOCRD 4336165
Ying-ling Wu
Chief Operation OfficerCRD 7603371
Contacts
3 of 21Elsa Sou Jing Moy
Registered RepresentativeCRD 2359334
James Moon
PresidentCRD 2109554
Paul Nieh
Insurance AgentCRD 1641129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norco, CA
Riverside
Location
Norco, CA
Headquartered in Norco, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- Riverside
- Address
- 149 Cross Rail Ln
- Time zone
- PT (UTC-8)
- Office locations
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