JK Financial

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

8222 Douglas Ave Ste 590, Dallas, Texas,...

Phone Number

(214) 706-4300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About JK Financial

J.K. Financial, Inc. is a fee-only total wealth management firm that acts as a fiduciary for its clients, focusing on building deep, meaningful relationships that often span generations. The firm serves career-driven professionals, business owners, retirees, and C-level executives, with a notable emphasis on single women. Their comprehensive services include Total Wealth Concierge, retirement planning, investment management, estate planning, and tax minimization strategies. Founded by John Kvale, the firm prides itself on core values of honesty, trust, and dedication, ensuring a personalized approach to financial security and longevity.Explore more
JK Financial's Social MediaPopular SearchesJk Financial IncJk FinancialJk Financial LLCJk Financial CorpJk Financial Funding LLCSIC Code 62,628NAICS Code 52,523Show more

JK Financial Org Chart

JK
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Owner & Chief Executive Officer

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KP
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General Manager

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JG
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Senior Manager

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CK
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Office Manager

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KK
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Manager, Operations

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AJ
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Manager

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JH
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JK Financial

<$5M
11-50
Private
-
1995
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
-
1998
CD
Christopher DorsettCertified Financial Planner
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2011
LK
Lori KaestnerSenior Administrative Legal Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JK Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JK Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JK Financial.

JK Financial Tech Stack

A closer look at the technologies used by JK Financial

JK Financial News & Media

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Frequently Asked Questions Regarding JK Financial

What is JK Financial's official website?
JK Financial's official website is www.jkfinancialinc.com
What is JK Financial's Revenue?
JK Financial's revenue is <$5 Million
What is JK Financial's SIC code?
JK Financial's SIC: 62,628
What is JK Financial's NAICS code?
JK Financial's NAICS: 52,523
How many employees does JK Financial have?
JK Financial has 11-50 employees
What industry does JK Financial belong to?
JK Financial is in the industry of: Finance, Securities Trading
What is JK Financial competition?
JK Financial top competitors include: Copper Canyon Wealth Management, Vertex Capital Advisors, Horizon Advisors, Seamount Financial Group
What technology does JK Financial use?
Some of the popular technologies that JK Financial uses are: WordPress.org, PHP, AppRiver, WordPress.com
How do I contact JK Financial?
JK Financial contact info: Phone number: (214) 706-4300 Website: www.jkfinancialinc.com
What does JK Financial do?

J.K. Financial, Inc. is a fee-only total wealth management firm that acts as a fiduciary for its clients, focusing on building deep, meaningful relationships that often span generations. The firm serves career-driven professionals, business owners, retirees, and C-level executives, with a notable emphasis on single women. Their comprehensive servic... es include Total Wealth Concierge, retirement planning, investment management, estate planning, and tax minimization strategies. Founded by John Kvale, the firm prides itself on core values of honesty, trust, and dedication, ensuring a personalized approach to financial security and longevity.Read More

What are JK Financial social media links?
JK Financial Linkedin page JK Financial Twitter page JK Financial Facebook page
Is JK Financial a public company?
JK Financial is private company therefore does not currently have an official ticker symbol
See more information about JK Financial

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