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JKD Financial
JKD Financial provides integrated retirement planning, investment management and proactive tax strategy under one roof for a single transparent flat fee.
Overview
JKD Financial provides integrated retirement planning, investment management and proactive tax strategy under one roof for a single transparent flat fee. It combines the expertise of a CFP Professional and an IRS Enrolled Agent. The firm is an independently owned Registered Investment Advisor focused on tax-efficient, fiduciary advice and intentionally keeps its client base small.
General information
Firm type
RIA
Location
City
Springfield
Principals
John Davis
CFP®, EA; founder and advisor
John Davis
Certified Financial Planner™ (CFP®) and IRS Enrolled Agent (EA)
Frequently asked questions
Where is JKD Financial headquartered?
No office address or city has been disclosed.
What is JKD Financial's investment strategy?
No strategy details are available. The firm has not disclosed any asset class focus, sector preferences, or deal structure.
Does JKD Financial make direct investments or fund commitments?
Neither. There are no public records of investments, co-investments, or fund partnerships.
What is the wealth origin behind JKD Financial?
The origin of the underlying wealth is not public information.
How large is JKD Financial?
No AUM or capital deployment figure has been disclosed.
Has JKD Financial engaged in any recent activity?
No operational events have been reported in the last 24 months.
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