J.K. Financial, Inc. is a Comprehensive Financial Planning and Wealth Management firm that acts as a fiduciary for clients. As a Fee Only firm, it does not accept commissions. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP® designee, with 24 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 Texas State Securities Board.

The firm specializes in comprehensive planning, investment management, and proactively selects individual equities, ETFs, low cost mutual funds, individual bonds and select option hedging strategies for client portfolios, on a fully discretionary basis. The firm currently manages assets for clients in more than 20 states in the US and 4 different countries throughout the world.

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. J.K. Financial, Inc. claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by the CFA Institute.The firm currently accepts new clients, with investable assets of $1,000,000 or more

 

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