LP Profile

J.K. Financial

Also known as j k financial

Wealth ManagerDallas, United StatesFounded 2019
Dallas
Headquarters
Investment Focus

About J.K. Financial

J.K. Financial is a wealth manager based in Dallas, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to J.K. Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$195.8M
Total Clients
417
Filing Date
February 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to J.K. Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is J.K. Financial?

J.K. Financial is a wealth manager based in Dallas, United States.

Where is J.K. Financial headquartered?

J.K. Financial is headquartered in Dallas, United States.

When was J.K. Financial founded?

J.K. Financial was founded in 2019.

How can I contact J.K. Financial?

Verified contact details, key decision-makers, and investment preferences for J.K. Financial are available on LPbacked. Create a free account to access them.