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Find, Compare and Monitor Financial Advisors at J.K. FINANCIAL SERVICES, INC.

CRD#: 103728
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

J.K. FINANCIAL SERVICES, INC. is located at 149 Cross Rail Lane Ste. 102, Norco, CA 92860 and was first established at Los Angeles, California in 10/20/1999. After operating for 26 years, J.K. FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of J.K. FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. J.K. FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at J.K. FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access J.K. FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at J.K. FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for J.K. FINANCIAL SERVICES, INC. Comes From

Understanding the Statistics for J.K. FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Main Address
149 Cross Rail Lane Ste. 102, Norco, CA 92860
Mailing Address
149 Cross Rail Lane Ste 102, Norco, CA 92860
Firm Size
Small
Phone Number
(714) 704-1818
Established
California since 10/20/1999
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ZHENG, JOE JIANKANGCHIEF FINANCIAL OFFICER, SROP, CROP2318835
HO, LILY MEIXIAPRESIDENT, CEO, CCO4336165

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at J.K. FINANCIAL SERVICES, INC.

Lily Meixia Ho

Lily Meixia Ho

Lily M Ho, Wei Xia He, Lily Meixia Ho, Lily Ho
IAR
RR
CRD#: 4336165
CFP®: Certified Financial Planner
Location:
Dripping Springs, TX 78620
Company:
JPL WEALTH MANAGEMENT
Disclosures:
Experience:
23 years
View Profile
VC

Vincent Hoileung Choi

Vincent H L Choi, Vincent Hoi Leung Choi
RR
CRD#: 1531351
Location:
Norco, CA 92860
Company:
J.K. FINANCIAL SERVICES, INC.
Disclosures:
Experience:
38 years
View Profile
PN

Paul Pao Tai Nieh

RR
CRD#: 1641129
Location:
Norco, CA 92860
Company:
J.K. FINANCIAL SERVICES, INC.
Disclosures:
Experience:
38 years
View Profile
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