JKS Financial
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
2945 Banksville Rd Ste 100, Pittsburgh, ...Phone Number
(412) 561-5153Website
jks-financial.nm.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About JKS Financial
JKS Financial, based in Pittsburgh, PA, is an office of Northwestern Mutual that specializes in wealth management services for individuals, families, and corporate clients. With over 50 years of combined experience, they focus on creating personalized financial plans aimed at establishing financial security. The dedicated team at JKS Financial emphasizes building lasting relationships with clients and assisting them through various life stages, including retirement and education planning. Their commitment to exemplary service has earned them recognition as a Best-in-State Wealth Management Team in Pennsylvania by Forbes.Explore more
JKS Financial Org Chart
AB
Operations Associate
MW
Wealth Management Associate & Advisor
DN
Wealth Management Associate & Advisor
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JKS Financial News & Media
JKS Financial Strengthens Regional Presence with New Office in Sewickley
PITTSBURGH, August 27, 2025--JKS Financial, a leading financial services and wealth management firm, announces the opening of its new office location in Sewickley, PA. This expansion reflects JKS Financial’s continued growth and its commitment to delivering personalized, high-quality financial planning and wealth management services to clients across the Pittsburgh region. The new office, located at 2591 Wexford Bayne Rd, Suite 402, will provide a convenient location for clients in communities nJKS Financial Named a Best-in-State Top Wealth Management Team by Forbes
PITTSBURGH--(BUSINESS WIRE)--Local financial services and wealth management firm JKS Financial has been ranked 38th on the 2024 Pennsylvania West list of Forbes’ Best-in-State Top Wealth Management Teams. The annual list recognizes teams that exhibit strong expertise, putting client capital to work and leaning into areas such as distribution strategies. The services offered by the honorees include wealth transfer strategies, charitable giving, investment strategy and implementation, and more. “JKS Financial Sponsors Rebound Rewards with University of Pittsburgh Men’s Basketball
PITTSBURGH--(BUSINESS WIRE)--For the third straight season, JKS Financial, a financial services firm with Northwestern Mutual, has partnered with University of Pittsburgh Men’s Basketball, sponsoring the team’s Rebound Rewards program. With this year’s total, JKS Financial and Northwestern Mutual have donated more than $32,000 to the United Way of Southwestern Pennsylvania over the last three years of the partnership. Through the Rebound Rewards program, JKS Financial committed to a $10 donatioForbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team
PITTSBURGH--(BUSINESS WIRE)--JKS Financial, a financial services and wealth management firm, has been ranked 33rd on the 2024 Pennsylvania West list of Forbes Best-in-State Top Wealth Management Teams. Honorees who are named to the annual list exhibit strong expertise, top accomplishments, and steadfast dedication to their profession, leaving a substantial imprint on the financial industry. “This list showcases our dedication to our clients, whose financial goals and aspirations we prioritize a
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JKS Financial, based in Pittsburgh, PA, is an office of Northwestern Mutual that specializes in wealth management services for individuals, families, and corporate clients. With over 50 years of combined experience, they focus on creating personalized financial plans aimed at establishing financial security. The dedicated team at JKS Financial emph... Read More
