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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JMK & ASSOCIATES, LLC

CRD 312760

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcbf2f8d-1b96-c4eb-5b62-dcdfa4032d0a

Data as of Jan 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Feb 1, 2021 to Jan 13, 2026
24 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $268MItem 5.F on the latest filing (2026-01-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $268M
Private client RAUM: $267MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $268Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,459
Individual clients: 1,119
High net worth clients: 334
SEC number: 801-120424
CRD: 312760
Filings on the tape: 24
First filed: Feb 1, 2021
Latest filed: Jan 13, 2026
Organised: Limited Liability Company, WA
Website: jmkfa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MADISON KING	n/a	SPOKANE, WA	5	19	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KING, JAMES, MADISON	MANAGING MEMBER & CCO	E	yes	01/2021	Feb 1, 2021	Oct 8, 2024
MICHAELSEN, BRANDON, BLAINE	OPERATIONS OFFICER	Na	yes	04/2021	Apr 7, 2021	Oct 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Colville	Wa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 13, 2026	$268M	$268M	4	1	0	n/a	n/a
2024	Jan 17, 2025	$343M	$343M	3	2	1	n/a	n/a
2023	Jan 12, 2024	$353M	$353M	5	2	1	n/a	n/a
2022	Feb 23, 2023	$285M	$285M	8	3	1	n/a	n/a
2021	Mar 8, 2022	$337M	$337M	7	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$268M	$343M	-21.8%	$285M	-1.9%	4	3	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	4	Jun 30, 2021	Mar 11, 2021	SPOKANE, WA	Team lift out	RIA to new firm	3.4%

Relationships

Registered with (4)

← JAMES MADISON KINGAdvisorregistration: current employment
Mar 11, 2021 to presentfactForm ADV
← BRANDON BLAINE MICHAELSENAdvisorregistration: previous registration
Mar 9, 2021 to Jun 27, 2025factForm ADV
← Glen Gaylord GavinAdvisorregistration: previous registration
Mar 9, 2021 to Aug 19, 2024factForm ADV
← MATTHEW SHANE LUSKAdvisorregistration: previous registration
Mar 10, 2021 to Jan 18, 2024factForm ADV

Controls (2)

← MICHAELSEN, BRANDON, BLAINEOwnerOPERATIONS OFFICER, ownership code NA, individual
Apr 7, 2021 to Oct 8, 2024factForm ADV
← KING, JAMES, MADISONOwnerMANAGING MEMBER & CCO, ownership code E, individual
Feb 1, 2021 to Oct 8, 2024factForm ADV

Moved with (1)

← FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviser4 advisors, team lift out, same day
Jun 30, 2021 to Mar 11, 2021factForm ADV

Dated events

Occurred
Jun 27, 2025
Advisor changed firm
Brandon Blaine Michaelsen left Jmk & Associates, Llc for Freedom Asset Management (registered 2025-06-13)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2024
Advisor changed firm
Glen Gaylord Gavin left Jmk & Associates, Llc for Ubs Financial Services Inc. (registered 2024-09-23)
Form ADVobserved 4 days ago
Occurred
Jan 18, 2024
Advisor changed firm
Matthew Shane Lusk left Jmk & Associates, Llc for Lpl Financial Llc (registered 2024-01-19)
Form ADVobserved 4 days ago
Occurred
Jan 12, 2024
Control person left
Shane Matthew Lusk (Operations Director) no longer on Schedule A of Jmk & Associates, Llc (listed 2024-01-04, absent 2024-01-12)
Form ADVobserved 4 days ago
Occurred
Apr 7, 2021
Control person joined
Blaine Brandon Michaelsen (Operations Officer) appeared on Schedule A of Jmk & Associates, Llc
Form ADVobserved 4 days ago
Occurred
Apr 7, 2021
Control person joined
Shane Matthew Lusk (Operations Director) appeared on Schedule A of Jmk & Associates, Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2021
First Form ADV filing
Jmk & Associates, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcbf2f8d-1b96-c4eb-5b62-dcdfa4032d0a
First observed: Feb 1, 2021
Last observed: Jan 13, 2026 8 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.

JMK & ASSOCIATES, LLC

CRD 312760

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcbf2f8d-1b96-c4eb-5b62-dcdfa4032d0a

Data as of Jan 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MADISON KING

n/a

SPOKANE, WA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KING, JAMES, MADISON

MANAGING MEMBER & CCO

yes

01/2021

Feb 1, 2021

Oct 8, 2024

MICHAELSEN, BRANDON, BLAINE

OPERATIONS OFFICER

yes

04/2021

Apr 7, 2021

Oct 8, 2024

City

State

Country

Employees

Also broker-dealer

Colville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 13, 2026

$268M

n/a

2024

Jan 17, 2025

$343M

n/a

2023

Jan 12, 2024

$353M

n/a

2022

Feb 23, 2023

$285M

n/a

2021

Mar 8, 2022

$337M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$268M

$343M

-21.8%

$285M

-1.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Jun 30, 2021

Mar 11, 2021

SPOKANE, WA

Team lift out

RIA to new firm

3.4%