Overview

JK Investment Group is a full-service, fee-based advisory practice headquartered in Cleveland, Ohio. Longevity is on our side as we have 4 licensed advisors including one CFP all under the age of 45. We are actively looking to grow our book of business both organically and through acquisition/succession/merger with like-minded individuals. We have the ability to manage assets through all 3 major custodians: Schwab, Fidelity and TD Ameritrade and incorporate an impressive suite of resources which keeps us on the cutting edge of technology.

We would love to have a conversation to explore any potential opportunities.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...