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JK Financial

EST. AUM
$500,000,000

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Firm Details

Metro area St. Louis
CRD Number
Website jkwealthplanning.com
Client types

Overview

JK Financial is a Columbia, Missouri-based wealth management firm specializing in helping retirees and multi-generational families navigate wealth accumulation and estate preservation. In April 2026, the firm was acquired by Integrity, a leading distributor of life and health insurance and provider of wealth management solutions. This acquisition allows JK Financial to scale its operations through Integrity's "AI-first" technology platform while integrating with Integrity’s Life and Health divisions. The firm continues to provide discretionary and non-discretionary advisory services, now backed by the institutional resources, marketing reach, and comprehensive health-wealth bridging strategies of the Integrity network.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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