JAK Financial Solutions LLC

Overview

JAK Financial Solutions LLC is an independent registered investment adviser organized as a limited liability company. The firm identifies as a capital allocator whose primary advisory activity is the selection of other advisers, indicating a manager-of-managers or outsourced manager approach rather than running proprietary portfolio sleeves. Ownership is attributed to both a domestic entity and an individual. Fee arrangements are listed as "Other," suggesting the firm does not follow the standard $-AUM or hourly-only fee templates commonly disclosed. The firm does not flag itself as an active ESG investor, is not multi-state registered, and is not categorized as a newly formed adviser. It also does not serve in a pension consultant capacity and is not identified as a related adviser to another advisory firm. FINTRX records show an industry affiliation with an accountant, which may reflect a professional referral or compliance/accounting relationship rather than in-house tax services.

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Investments & Alternatives

Location & Offices