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J.K. Financial Logo
J.K. Financial CB Rank
861966
Heat Score
59
J.K. Financial is an investment advisory firm that specializes in retirement, tax & estate planning, wealth management and trust service.
Founded
obfuscation
Private Dallas, Texas, United States1-10 www.jkfinancialinc.com/
Advice
Finance
Financial Services
Retirement
Wealth Management
Overview

J.K. Financial
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About J.K. Financial

CB Rank
861966
J.K. Financial is an investment advisory firm that specializes in retirement, tax & estate planning, wealth management and trust service.
Founded
obfuscation
Private Dallas, Texas, United States1-10 www.jkfinancialinc.com/
Advice
Finance
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name J.K. Financial, Inc.
Operating Status Active
Company Type For Profit
Founders  John A. Kvale
Phone Number +1-214-706-4300
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Total Wealth Concierge
A comprehensive service providing detailed personal financial management across multiple aspects of a client's life.
Retirement Readiness and Transition
Planning and preparation service to support clients in transitioning into retirement with financial and psychological readiness.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 10

Employee Profiles

News
Technology
View Tech Report

IT Spend

$232.2KThis year, J.K. Financial is projected to spend $232.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Corporate Investment and Asset Management Platform Logo
Corporate Investment and Asset Management Platform
74
ChatGPT Logo
ChatGPT
72
Investment Risk Management System Logo
Investment Risk Management System
67

Active Website Tech Count

19J.K. Financial is actively using 19 technologies for its website, according to BuiltWith. These include WordPress, Google Analytics, and  Font Awesome.
Sub-Organizations
Frequently Asked Questions

Where is J.K. Financial's headquarters? J.K. Financial is located in Dallas, Texas, United States.Who are J.K. Financial's competitors? Alternatives and possible competitors to J.K. Financial may include Fidelity, Charles Schwab, and  Ameriprise Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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