Jkay Securities Corporation

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$100K
Accounts
21
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 60%, Non-Exchange Traded Equities 30%, Public Funds/Mutual Funds 10%60%
  • Cash & Cash Equivalents60%
  • Non-Exchange Traded Equities30%
  • Public Funds/Mutual Funds10%

Contacts

1 of 1
  • Justin Lee Kay

    Justin Lee Kay

    Managing MemberCRD 6094520

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth