JKD Financial

Overview

JKD Financial is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. JKD Financial bills clients on hourly and fixed-fee arrangements rather than percentage-based asset fees and positions itself as a capital allocator — coordinating outside managers when appropriate. The firm does not identify as an active ESG investor and is not documented as operating across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives