JA
Jfk Advisory Services, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 160026
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ADV data as of Dec 05, 2019
- Regulatory AUM
- $1.3M
- Discretionary
- $1.3M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 3
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $647K | 50.3% |
| High net worth individuals | Fewer than 5 clients | $640K | 49.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/05/2019 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 05, 2019.
View current Form ADV (SEC/IAPD) ↗