JKD Financial

Overview

JKD Financial is an independent registered investment adviser organized as a limited liability company and operated by an individual owner out of Missouri. The firm advises individuals and families, offering financial planning, portfolio management for individuals and small businesses, and manager/adviser selection services. It bills clients through hourly and fixed fees and describes itself as a capital allocator, which implies an active role in constructing or outsourcing components of client portfolios. JKD Financial does not position itself as an ESG investor and lists an industry affiliation with accountants.

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Public Holdings

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Location & Offices