# JK Financial Planning

JK Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145146
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145146

## About

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

## Related profiles

- [Westchester Wealth Advisors, LLC](https://altss.com/profile/westchester-wealth-advisors-llc)
- [Brian L. Yurek](https://altss.com/profile/brian-l-yurek)

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Last updated: 2026-07-06T01:24:19.133Z

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