Jennifer Kang is a CFP-designated registered investment advisor at Jwk Financial, based in Long Island City, NY, with 15 years of industry experience. Jennifer 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, Millennials & Gen Z, and 3 more. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JWK Financial does not directly manage investments. Instead, JWK helps clients select and monitor third-party investment managers. These managers charge their own fees, which are debited from the client's account quarterly. JWK Financial's ongoing financial planning service includes assistance with investment management at no additional charge from JWK.
Contact
Jennifer Kang
Location
Long Island City, NY
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Regulatory History (2)
Financial
January 2018Financial
April 2016Other Business Activities
Jennifer Kang is the owner of JWK Financial LLC, a registered investment advisor, dedicating nearly full-time hours to it. She also works as a financial planner for Origin Financial, another registered investment advisor, but this activity does not take a substantial amount of time and does not involve referrals between the two companies.
Employment History
Current Registrations
Jwk Financial
Previous Registrations
Origin Financial
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.