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. 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
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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