Overview
Assets Under Management: $343 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 143
Average Client Assets: $1 million
Frequently Asked Questions
JMK & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312760), JMK & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
JMK & ASSOCIATES, LLC is headquartered in SPOKANE, WA.
JMK & ASSOCIATES, LLC serves 143 high-net-worth clients according to their SEC filing dated August 12, 2025. View client details ↓
According to their SEC Form ADV, JMK & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JMK & ASSOCIATES, LLC manages $343 million in client assets according to their SEC filing dated August 12, 2025.
According to their SEC Form ADV, JMK & ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,013
Discretionary Accounts: 2,013
Regulatory Filings
CRD Number: 312760
Filing ID: 2009273
Last Filing Date: 2025-08-12 18:07:00
Website: https://jmkfa.com