J.K. FINANCIAL, INC.
CRD #114929 SEC #801-116829 DALLAS, TX 214-706-4300
SEC Registered
Total AUM
$172.7M
Discretionary
$172.7M
Employees
3
Clients
101
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $172.7M | $172.7M | $0 | 3 | 0 |
| Oct 2024 | $157.9M | $157.9M | $0 | 3 | 0 |
| Mar 2024 | $157.9M | $157.9M | $0 | 3 | 0 |
| Mar 2023 | $146M | $146M | $0 | 4 | 0 |
| Mar 2022 | $168.7M | $168.7M | $0 | 4 | 0 |
| Mar 2021 | $165.3M | $165.3M | $0 | 4 | 0 |
| Jun 2020 | $126.6M | $126.6M | $0 | 4 | 0 |
| Feb 2020 | $126.6M | $126.6M | $0 | 4 | 0 |
| May 2019 | $123.2M | $123.2M | $0 | 4 | 0 |
| Jun 2012 | $52.3M | $52.3M | $0 | 1 | 126 |
| May 2012 | $52.3M | $52.3M | $0 | 1 | 126 |
| May 2012 | $52.3M | $52.3M | $0 | 1 | 126 |
| Mar 2012 | $523M | $523M | $0 | 1 | 126 |
| Mar 2011 | $49.4M | $49.4M | $0 | 5 | -- |
| Mar 2007 | $37M | $37M | $0 | 5 | -- |
| Feb 2006 | $32M | $32M | $0 | 5 | -- |
DateFeb 2025
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2012
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees1
Clients126
DateMay 2012
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees1
Clients126
DateMay 2012
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees1
Clients126
DateMar 2012
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees1
Clients126
DateMar 2011
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--