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Paladin Research Report For:

J.K. Financial, Inc. John Kvale

J.K. Financial, Inc.

CFP®CFA®
8222 Douglas Avenue
Suite 590
Dallas, TX 75225
214-706-4300

About J.K. Financial, Inc. John Kvale

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

For more information and updates from John, visit his blog at http://www.street-cents.com/ .

See Disclosures

General Information

Firm Start Year
  • 1991
No. of Employees
  • 5-9
CRD#
  • 2047457
Firm CRD#
  • 114929
Name of Custodial Firm
  • TD Ameritrade Institutional
States Licensed in
  • TX
Years of Experience in Financial Services
  • 37
Number of Years with Current Firm
  • 37
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor
  • Yes
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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, 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
  • $175,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Fee % Based on Assets
  • 100%

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1653899/paladinregistry-J.K.-Financial,-Inc.-detailed-disclosure.html