From our families to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy. Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2. Enjoy the holiday!
关于我们
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.
- 网站
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https://www.jdkwealth.com/
JDK Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Antonio，Texas
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
9830 Colonnade Blvd
Suite 290
US，Texas，San Antonio，78230
JDK Wealth Advisors员工
动态
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This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation. Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable. To all the veterans in our network, thank you for your service.
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Daylight Saving Time ends on Sunday, November 3, 2024, at 2:00 a.m.! Don't forget to set your clocks back and enjoy that extra hour of sleep! ?? Most devices will adjust automatically, but remember to manually update your vehicle's clock, wall clocks, and certain household appliances. Enjoy the brighter mornings, and let me know if you need any assistance.
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Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow Jones, S&P 500, and Nasdaq 100, each track different segments of the market. Swipe through to learn more about these major indexes and what they represent. As always, if you have any questions about these indexes or your investment portfolio, reach out to our team. We are here to help!
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As we move through the final 100 days of the year, it’s an excellent time to ensure your financial plans are on track. Swipe through the image for a checklist of essential financial moves to consider. Remember, it’s never too late to make positive changes. If you have any questions or need personalized advice, feel free to reach out. We’re here to help you make the most of these last few months of the year!
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What's happening with the stock market?!? Take a look at our market insights which should help explain recent market volatility. #jdkwealth #marketvolatility
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We're scooping up the essence of summer with a frosty “This or That” challenge! ?? Ice Cream or Popsicle: What's your frozen treat of choice? Join in on the fun by sharing your favorite in the comments below with ?? for ice cream or ?? for a popsicle. While you’re at it, tell us what summer adventures you're most looking forward to! We would love to hear.
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Happy Independence Day! As financial advisors, we think there’s no better way to celebrate this day than by sharing an overview of the numbers that shape our celebratory experiences: ??$9.5 billion - The estimated amount Americans spent on 4th of July food in 2023 — about $93.34 per person. ?? 150 million - The number of hot dogs consumed each 4th of July — enough to stretch from D.C. to L.A. more than five times. It’s also the number of American flags sold in the U.S. each. ??2 million - The number of people who tuned in to watch 2023 Nathan’s Famous International Hot Dog Eating Contest champs Miki Sudo and Joey Chestnut consume 102 hot dogs combined. ??$3 billion - The estimated amount of dollars Americans spent on beer and wine for the Fourth of July in 2023. If you partake, just remember to enjoy responsibly! ??$2.3 billion - The total U.S. consumers spent on fireworks in 2023. ??50.7 million - The number of people who traveled 50+ miles from home for the 4th of July, up 4% from 2022. Whether your day includes travel, hot dogs and hamburgers, fireworks — or something else entirely — we’re wishing you a day filled with fun and relaxation!
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