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Experienced. Dedicated. Here for You.

At J.K. Financial Services, Inc., our team consists of licensed financial professionals dedicated to providing brokerage services with clear communication and professional care. As an independent broker-dealer registered with the U.S. Securities and Exchange Commission and a member of Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC), we focus on helping clients understand their options so they can make informed decisions. Brokerage services are provided on a non-discretionary basis, meaning clients make the final investment decisions. Titles below reflect each individual’s role with the firm.

Leadership / Principals

Lily Ho – CEO / CCO

lho@jkfinancial.net

Joe Zheng – CFO / Principal

jz@jkfinancial.net

Lawrence Lwin – Principal

llwin@jkfinancial.net

Luis Hsu – Principal

lhsu@jkfinancial.net

Steve Yuen – Principal

syuen@jkfinancial.net

Samuel Kim – Principal

skim@jkfinancial.net