JK Financial Planning

JK FINANCIAL PLANNING,INC. is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1...

JK Financial Planning

JK FINANCIAL PLANNING,INC. is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

What is JK Financial Planning?

JK Financial Planning is a single family office tracked on Altss.

What does Altss track for JK Financial Planning?

Altss maintains an OSINT-verified profile of JK Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is JK Financial Planning?

JK Financial Planning is classified by Altss as a Single Family Office.

How does Altss source intelligence on JK Financial Planning?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was JK Financial Planning's Altss profile last updated?

JK Financial Planning's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.