# JFK Advisory Services, LLC

> JFK Advisory Services, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 5, 2019.

- CRD: 160026
- Filed as: JFK ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: December 5, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160026
- AdvisorCensus page: https://advisorcensus.com/firm/jfk-advisory-services-llc-160026

## Quick answers

**How is JFK Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JFK Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is JFK Advisory Services, LLC registered with the SEC or a state?**
JFK Advisory Services, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160026.

**How much does JFK Advisory Services, LLC manage?**
JFK Advisory Services, LLC reports $1,287,210 in regulatory assets under management in its Form ADV filing dated December 5, 2019 (100% discretionary).

**Does JFK Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160026

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,287,210
- Discretionary: $1,287,210
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $647,324 |
| High net worth individuals | Fewer than 5 | $639,886 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JFK Advisory Services, LLC (CRD 160026): Form ADV filing data as of October 2026.