J
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Equity Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2023
- Office Locations
- 1
Office Locations
-- Huntington WV
About Jondaknows Financial Group, Inc.
JondaKnows Financial Group, Inc. is a retail planning firm focused on retirement outcomes, helping clients evaluate options and implement strategies for asset protection, guaranteed lifetime income, and legacy planning. The practice also supports insurance-related planning (including life, long-term care, and Social Security considerations) and publishes ongoing personal-finance education through the JondaKnows show and downloadable tools.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$81.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JONDA KAY LOWE
PRINCIPAL
- CRD
- #2389364
- 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 | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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