JKD Financial

Overview

JKD Financial is a small, individually owned limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm uses a mix of hourly and fixed-fee billing rather than percentage-of-assets advisory fees, indicating a focus on discrete planning engagements or project-based work alongside investment oversight. The firm is not flagged as an active ESG investor and is not designated as a capital allocator or pension consultant. It is listed as a single-state adviser rather than a multi-state practice, and an industry affiliation with an accountant is noted. Public registration details (SEC registration year) are not provided in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices