Jk Financial
JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa. He has instilled the values of hard work, ethics, strong family values, goal-driven passion, and sincere honesty into the JK Financial planning process. For the past 30 years, JK Financial has partnered with Senior Benefit Services (SBS) and Senior Marketing Specialists (SMS), two prominent insurance organizations. We believe we have a deep bench of wisdom, successful entrepreneurs, and mentors surrounding our business. Every decision we make involves putting our clients first and foremost, combining our principles and investment planning philosophy. Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. JK Financial, LLC is not affiliated with Integrity Wealth.
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Verified contacts
7
available on Kipplo
LinkedIn employees
24
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BS
Bob Steinmetz
Wealth Planner · Finance & Accounting
EmailPhone - CK
Cooper Kaufman
Paraplanner · Finance & Accounting
EmailPhone - JK
Jeff Kaufman
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CM
Chris Mark
Financial Advisor · Finance & Accounting
EmailPhone - JA
Jarod Aholt
Paraplanner Wealth Planner · Finance & Accounting
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Jk Financial
6 distinct titles indexed · top 6 shown.
- 2financial advisor
- 1investment specialist
- 1paraplanner
- 1paraplanner wealth planner
- 1senior wealth advisor
- 1wealth planner
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