# JKD Financial

JKD Financial is a RIA based in Springfield.

## Overview

- **Organization type:** RIA
- **Headquarters:** Springfield
- **Assets under management:** Undisclosed
- **Website:** https://jkdfinancial.com

## Regulatory record

- **CRD number:** 340392
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340392

## About

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.

## People

- John Davis — CFP®, EA; founder and advisor
- John Davis — Certified Financial Planner™ (CFP®) and IRS Enrolled Agent (EA)

## Questions

### Who runs JKD Financial?

No principal has been publicly named. The firm operates with no public-facing leadership or team roster.

### 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.

## Related profiles

- [Laguna Private Capital](https://altss.com/profile/laguna-private-capital)
- [Sapphire Wealth](https://altss.com/profile/sapphire-wealth)

---

Last updated: 2026-08-11T15:07:12.582Z

Canonical page: https://altss.com/profile/jkd-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology