JK FINANCIAL PLANNING,INC.

JK FINANCIAL PLANNING,INC. is an SEC-registered investment adviser (CRD 145146). Regulatory assets under management: $5.3M.

Registration

• CRD: 145146
• Type: Registered investment adviser
• Phone: 847-840-7496
• Latest filing: 2026-03-21
• Regulatory AUM: $5.3M
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search