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RIA · CRD 332454State-Registered Investment Adviser

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JI Financial Services

JI Financial Services, LLC is a state-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1...

Overview

JI Financial Services, LLC is a state-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Frequently asked questions

What is known about JI Financial Services' investment strategy?

No investment strategy has been publicly disclosed by JI Financial Services. The firm does not maintain a website, marketing materials, or public filings (beyond basic state registration as an LLC) that reveal its asset allocation, sector preferences, or deal approach. Family offices of this type often invest across public equities, fixed income, real estate, and private equity, but this is conjecture.

Where is JI Financial Services headquartered?

The firm's headquarters city and country are not publicly listed in any verifiable source. The company is registered as an LLC in the United States, but the specific state and city are unknown.

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