Jkay Securities Corporation
Firm details
- Headquarters
- ,
- CRD number
- 164691
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.14%
- HNWI42.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jkay Securities Corporation is a small corporate investment adviser that manages assets for individual and family clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and for businesses or institutions among its advisory activities. It is organized as a corporation with individual ownership and is not designated as a capital allocator or a pension consultant. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not marked as a newly formed or related adviser in the available records. Public filings indicate a conservative bias in deployed assets, with a substantial portion held in cash and cash equivalents and a reliance on mutual funds for invested exposure.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Non-Exchange Traded Equities30%
- Public Funds/Mutual Funds10%
Contacts
1 of 1
Justin Lee Kay
Managing MemberCRD 6094520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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