Jkay Securities Corporation

Overview

Jkay Securities Corporation is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, and it also offers portfolio management services for business or institutional clients. Jkay charges a percentage-of-AUM advisory fee and is not identified as a capital allocator, pension consultant, or related adviser. The firm does not characterize itself as an active ESG investor and is not listed as a multi-state adviser. Its reported advisory activities emphasize discretionary portfolio management rather than model provisioning or in-house fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices