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 a corporation that has been registered with the SEC since 2000 and is owned by an individual. The firm's regulatory snapshot lists its classification as unclassified and indicates it is not positioned as a capital allocator. The limited public details supplied do not describe its client segments, fee model, or day-to-day advisory activities. The snapshot also flags several negative indicators: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The combination of an individual owner and sparse disclosure suggests a small, privately operated advisory business or an entity that maintains a minimal public profile.
Assets & Accounts
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 3
Lily Ho
CEOCRD 4336165
Joe Zheng
Chief Executive OfficerCRD 2318835
Ying-ling Wu
Chief Operation OfficerCRD 7603371
Contacts
3 of 21Elsa Sou Jing Moy
Registered RepresentativeCRD 2359334
Ranjit Rajwani
Investment AdvisorCRD 2373401
Samuel Kim
PrincipalCRD 2292477
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 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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