services
What We’re Offering
Our Services
Health Insurance & Benefits
Health, long-term care, disability insurance aur employer-sponsored benefit plans.
Annuities
Fixed, variable aur immediate annuities.
Life Insurance
Term aur permanent life insurance.
Brokerage Services
tocks, options, mutual funds, ETFs, bonds, money market instruments.
Brokerage Services
Securities offered through J K Financial Services, Inc., a registered broker-dealer
J K Financial Services, Inc. provides brokerage products and services designed to help retail investors make informed decisions about their investments. We offer access to a broad range of securities issued by different companies and fund families, including:
- Stocks
- Options
- Mutual funds from multiple mutual fund companies
- Exchange-traded funds (ETFs)
- Bonds and other fixed-income securities
- Money market instruments
When we provide a recommendation involving securities, we are required to act in the client’s best interest and not place our interests ahead of the client’s. Clients make the final investment decisions.
Investment products and services available may be limited based on licensing, product availability, and firm approvals. All investments involve risk, including the possible loss of principal.
Insurance and Annuity Services
Financial professionals associated with J K Financial Services, Inc. may also assist clients with insurance and annuity products issued by multiple insurance carriers, subject to state licensing and product availability. These products are intended to help address a variety of personal and financial needs and may include:
Life Insurance
- Term life insurance
- Whole life insurance
- Universal life insurance
- Variable life insurance
Annuities
- Fixed annuities
- Variable annuities
- Immediate annuities
Health and Related Benefits
- Individual and family health insurance
- Long-term care insurance
- Disability insurance
- Employer-sponsored benefit plans
Variable insurance and annuity products are offered through J K Financial Services, Inc., a registered broker-dealer. Financial professionals may offer certain fixed insurance and annuity products in a capacity other than as registered representatives of J K Financial Services, Inc. In those instances, such products are not offered through, approved by, or subject to the supervision of the broker-dealer. Insurance products that are not securities are governed by applicable state insurance laws and regulations.
Additional Information
Additional information about our services, standards of conduct, fees, and conflicts of interest is available in our Customer Relationship Summary Form (CRS).