J
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2012
- Office Locations
- 1
Office Locations
-- Lakewood CO
About Jkay Securities Corporation
Jkay Securities Corporation is a Lakewood-based RIA. The firm has been operating for 13 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$140.0K AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JUSTIN LEE BANCROFT KAY
Chief Executive Officer, President
- CRD
- #6094520
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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