JKG CAPITAL LLC (JKG) is a boutique Registered Investment Adviser (RIA) to individuals and families.
The firm is based in Westport, Connecticut. As a RIA, JKG is held to a fiduciary standard and puts
its Clients' interests first. JKG uses expertise and technology to provide effective financial
Financial Planning by a Certified Financial Planner (CFP®).
Portfolio Management by a Chartered Market Technician (CMT®).
Team designations include: CFA®, CFP®, CMT®
Firm Start Year
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Financial Organization Memberships
Non-Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts
BA - Economics with Concentration in Business Admin