This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$196MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$196M

Private client RAUM

$196MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$97.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

417

Individual clients

5

High net worth clients

128

SEC number

801-116829

CRD

114929

Filings on the tape

15

First filed

Mar 28, 2012

Latest filed

Feb 19, 2026

Organised

Corporation, TX

• Occurred

  May 23, 2019
  First Form ADV filing

  J.K. Financial, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a93f880f-0050-15db-1693-70fff76a5580

First observed

Mar 28, 2012

Last observed

Feb 19, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.