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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2021
- Office Locations
- 1
Office Locations
About JMK & Associates, LLC
JMK & Associates, LLC is a Spokane, WA wealth management firm providing retirement, wealth management, and estate strategy planning, with portfolio construction and risk management. It focuses on long-term client relationships and serves entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals, using diversified allocations that can include ETFs, mutual funds, and fixed income. Custodies through LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JAMES MADISON KING
Chief Compliance Officer, Managing Member
- CRD
- #5236222
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,371,774 | $183,942 |
| Non-Discretionary | $0 | -- |
| Total | $268,371,774 | $183,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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