J
JK PWA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,217,787
Total clients
50
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$264,356
About
The firm provides fee-based investment advisory and portfolio management to individual and high-net-worth clients, overseeing roughly $13.2 million across about 50 client relationships and generally imposing no account minimums. Services are delivered through custom, non-wrap portfolio management with advice across equities, fixed income, mutual funds, ETFs and options.
The advisor follows a tactical allocation strategy aimed at reducing risk and seeking improved performance, applying fundamental, technical and cyclical analysis and employing both long- and short-term trades as appropriate. Accounts are managed primarily on a non-discretionary basis, meaning the firm typically recommends transactions and seeks client approval rather than trading at its own discretion.
Notable differences from many independent peers include the firm’s almost exclusive non-discretionary asset base, reflecting a client-driven trade-approval model that is statistically uncommon for this category. The principal also holds insurance licenses and may offer insurance products for separate commission compensation, the firm does not vote client proxies, and it does not take custody of client assets except to deduct authorized advisory fees.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.15% annually $500,000 - $749,999: 1.05% annually $750,000+: 0.95% annually
Fee-only: Annual management fee based on assets under management, payable quarterly in advance, negotiable at advisor's discretion.
Main office location
JK PWA LLC
Englewood FL, United States
Number of offices
3
Most active in
JK PWA LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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