John Davis is a CFP-designated registered investment advisor at Jkd Financial, based in Springfield, MO, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JKD Financial Planning offers wealth management services for a flat annual fee of up to $7,000, paid quarterly. This fee may be adjusted annually for cost of living. Financial planning is included at no additional fee with wealth management services.
Location
Springfield, MO
Get directionsHistory
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
Jkd Financial
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Hya Advisors, INC
Heim, Young & Associates, INC.Broker
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.