Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
J.K. Financial, Inc.
8222 Douglas Avenue, Suite 590
Dallas, TX 75225
(214) 706-4300
“Fee Only Planning and Management”
Advisor Profile
John Kvale, CFA, CFP
Name:  John Kvale, CFA, CFP
Phone Number:  (214) 706-4300
Website:  Visit Website

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 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 Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. 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. The firm currently accepts new clients, with investable assets of $1,000,000 or more.
 

General Information

Gender:    Male
CRD#:    2047457
Firm CRD#:    114929
SEC File#:    801-66312
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    TX
Years of Experience in Financial Services:    29
Number of Years with Current Firm:    29
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Services

Investment Types:    Options & Futures, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)
Financial Organization Memberships:    Financial Planning Association (FPA), CFA Institute
 

Firm Information

Firm's Number of Clients:    106
Firm's Number of Planning Clients:    106
Firm's Number of Managed Clients:    106
Assets Managed by Firm:    $100,000,000
Assets Managed by Advisor:    $100,000,000
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $1,000,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: John Kvale, CFA, CFP

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