John Kvale is a CFA, CFP-designated registered investment advisor at J.K. Financial, INC., based in Dallas, TX, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, High Net Worth, and 3 more. Their firm serves 133 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual investment advisory fees range from 0.50% to 1.75% based on scope, complexity, and assets managed. Fees are negotiable at the sole discretion of J.K. Financial.
Fee Estimator
Contact
John Kvale
Location
8222 Douglas Ave, Suite 590, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J.K. Financial, INC.
Previous Registrations
J.K. Financial, INC.
Linsco/private Ledger CORP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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