JK
Jonathan K. Krellwitz
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CRD#: 4215089
JK
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Kyle Krellwitz, CFP® was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2000. Jonathan had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE WALTERSCHEID BUILDING LLC POSITION: President NATURE: Real Estate holding and Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013 ADDRESS: 150 W. BONITA AVE, SAN DIMAS CA 91773, United States DESCRIPTION: Managing Partner KRELLWITZ, KURIMOTO AND ASSOCIATES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 ADDRESS: 150 W. Bonita Avenue, San Dimas CA 91773, United States DESCRIPTION: Provide clients with comprehensive financial advice K2 SAGE OPTIONS INSURANCE SERVICES, INC. POSITION: President - Owner NATURE: Health / Life Insurance - Medicare focus INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2020 ADDRESS: 150 W. BONITA AVE, san dimas CA 91773, United States DESCRIPTION: Manage and hold accountable the principal operator and managing partner of the business unit. K2 BENEFITS AND INSURANCE SERVICE, INC. POSITION: Partner, Agent, Controller NATURE: Insurance - Life, LTC, Long Term Care, Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2019 ADDRESS: 150 W. BONITA AVE, san dimas CA 91773, United States DESCRIPTION: Manage Operations for the entity, work as a producer. K2 FINANCIAL, INC POSITION: Managing Partner NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2019 ADDRESS: 150 W. BONITA AVE, san dimas CA 91773, United States DESCRIPTION: Responsible for operations, compliance, and management of the organization. KRELLWITZ KURIMOTO & ASSOCIATES (DBA - K2 FINANCIAL PARTNERS) POSITION: CEO, Managing Partner, Advisor NATURE: Financial Service Operating Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2014 ADDRESS: 150 W. BONITA AVE, san dimas CA 91773, United States DESCRIPTION: CEO, Managing Partner, Advisor JC4RK COMMERCIAL, LLC POSITION: Owner / Manager NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 2418 SAN ANTONIO CRESCENT EAST, UPLAND CA 91784, United States DESCRIPTION: Commercial Real Estate acquisition and holding JC4RK CAPITAL, LLC POSITION: Manager / Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2019 ADDRESS: 2418 SAN ANTONIO CRESCENT EAST, UPLAND CA 91784, United States DESCRIPTION: Commercial and Residential Real Estate consulting / acquisition / holding COMMERCIAL REAL ESTATE SERVICES POSITION: Licensed Real Estate Agent NATURE: Commercial Real Estate Transactions, Investment, Development INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/03/2023 ADDRESS: 2418 SAN ANTONIO CRESCENT EAST, UPLAND CA 91784, United States DESCRIPTION: Services Related to commercial Real Estate Transactions, Development, Leasing, Management, and Investment
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Past
May 30, 2019 - November 20, 2023
K2 FINANCIAL INC.
RIA
CRD#: 300913
GLENDORA, CA
Past
June 9, 2017 - November 17, 2023
LINCOLN INVESTMENT
RIA
CRD#: 519
Glendora, CA
Past
January 3, 2017 - November 17, 2023
LINCOLN INVESTMENT
BD
CRD#: 519
Glendora, CA
Past
October 28, 2010 - October 4, 2019
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
SAN DIMAS, CA
Past
June 30, 2004 - February 7, 2005
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
SAN DIMAS, CA
Past
June 28, 2000 - January 3, 2017
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
SAN DIMAS, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
K2 FINANCIAL INC.
K2 FINANCIAL INC.
CRD#: 300913 / SEC#: 801-120939
RIA
Registered Investment Advisory firm - (4/23/2021 Approved)California
Registered Investment Advisory firm - (6/2/2021 Terminated)Texas
Registered Investment Advisory firm - (5/3/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
KF
K2 FINANCIAL INC.
K2 FINANCIAL INC.
CRD#: 300913 / SEC#: 801-120939
RIA
Registered Investment Advisory firm - (4/23/2021 Approved)California
Registered Investment Advisory firm - (6/2/2021 Terminated)Texas
Registered Investment Advisory firm - (5/3/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
233 South Glendora Avenue, Glendora, CA 91741
Mailing Address
Phone number
(626) 553-6113
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,191 |
| AUM (Assets Under Management) | $ 161,882,394 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
