JDK Wealth Advisors was founded in 2021 by Bradley W. Johnson, CFP®, Jonathan Paul Klug, CIMA®, CFP®, and Randy Daniels. With over 50 years of combined experience, we offer our clients a comprehensive knowledge of wealth management and a dedicated focus on the financial planning process.
Using a holistic approach, we clarify, develop, and put into motion a personalized plan designed to achieve our clients’ goals. We help them gain peace of mind by removing the stresses of financial decision-making and simplifying the complexities of managing wealth.
While each of our team members has more than a decade of experience, we consider ourselves a youthful group, bringing a high level of energy to the attention we give each relationship. When we meet a new client, we listen carefully to fully understand their circumstances and needs, their goals and dreams. Our goal is to foster our connection with each client and their families and build long-lasting, personal relationships over the generations to come.
As an independent firm, we own 100% of our business. We are not subject to a corporate agenda and we don’t need to put the concerns of shareholders above the best interests of our clients. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
Because managing your wealth requires commitment, reliability and expertise, we serve as a trustworthy partner and an objective advisor capable of setting your course towards your goals.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 9830 Colonnade Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.jdkwealth.com/
- Keywords
- San Antonio.
- HQ
- San Antonio, Texas
Jdk Wealth Advisors Questions
Jdk Wealth Advisors's website is https://www.jdkwealth.com/
Jdk Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/jdkwealth
Jdk Wealth Advisors has
6 employees.
View email and phone details for 6
employees at Jdk Wealth Advisors.
Jdk Wealth Advisors's industry is
Financial Services
Jdk Wealth Advisors's top competitors are
Greenwing Wealth Management,
Icg Next,
Welder Capital, Llc,
Trinity Capital Investment Partners,
Strategic Wealth Solutions,
Avid Wealth Partners,
Manuka Financial,
Scissortail Group, Llc,
Live Oak Investors,
Skywalker Property Partners.
Jdk Wealth Advisors's categories are Financial Services
Jdk Wealth Advisors's founding year is 2021
