# JKD Financial

> JKD Financial is a state-registered investment advisory firm in Springfield, MO, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 340392
- Filed as: JKD FINANCIAL
- Legal name: JKD Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, MO
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340392
- AdvisorCensus page: https://advisorcensus.com/firm/jkd-financial-springfield-mo-340392

## Quick answers

**How is JKD Financial compensated?**
On its Form ADV (Item 5.E, October 2026), JKD Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JKD Financial located?**
JKD Financial's principal office is in Springfield, MO, according to its Form ADV.

**Is JKD Financial registered with the SEC or a state?**
JKD Financial is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340392.

**How much does JKD Financial manage?**
JKD Financial reports $25,818,885 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does JKD Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does JKD Financial 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/340392

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,818,885
- Discretionary: $25,818,885
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $85,752 |
| High net worth individuals | 6 | $25,733,133 |

### 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: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jkdfinancial.com
- LinkedIn @john-davis-cfp®-ea-b9314b92

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JKD Financial (CRD 340392): Form ADV filing data as of October 2026.