$275MM AUM | $2.2MM GDC in
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.