JKD FINANCIAL

JKD FINANCIAL of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 340392). Regulatory assets under management: $25.8M.

Registration

• CRD: 340392
• Type: Registered investment adviser
• Location: 321 E SUNSHINE ST., SPRINGFIELD, MO, 65807
• Phone: 4172218972
• Latest filing: 2026-07-10
• Regulatory AUM: $25.8M
• Discretionary AUM: $25.8M
• Clients: 1
• Accounts: 31

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340392 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search