J.K.Financial, Inc. John Kvale- Financial Advisor Dallas, TX

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About J.K. Financial, Inc. John Kvale

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

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General Information

Firm Start Year

1991

No. of Employees

CRD#

2047457

Firm CRD#

114929

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Financial Organization Memberships

Financial Planning Association (FPA), CFA Institute

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Assets Managed by Advisor

$175,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Fee % Based on Assets

100%

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1653899/paladinregistry-J.K.-Financial,-Inc.-detailed-disclosure.html

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J.K. Financial, Inc. John Kvale

J.K. Financial, Inc.