Disclosures
Lily Ho is a Registered Representative offering services through J K Financial Services, Inc. A Member of FINRA, SIPC. Office: 149 Cross Rail Lane, Ste 102, Norco, CA 92860. Tel 714-704-1818. Ms. Ho is registered to discuss and /or transact securities service business only with residents of the following states: California and Texas. No offers may be made or accepted from any resident outside these states.
Securities offered through J K Financial Services, Inc. Member FINRA/SIPC. Advisory services offered through JPL Wealth Management Inc., a Registered Investment Advisers. Insurance products are offered through JPL Financial and Insurance Services Inc.
J K Financial Services, Inc. is NOT a registered investment adviser, and is fully independent from JPL Wealth Management Inc and JPL Financial and Insurance Services Inc. The CFP® designation applies only to outside business activities provided by JPL Wealth Management Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
All written content on this site is for information purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guarantees as to the accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Privacy Policy: Click here for Privacy Policy
Customer Relationship Summary: Click here for CRS
Regulation Best Interest Disclosure: Click here for BI disclosure
Securities offered through J K Financial Services, Inc. Member FINRA/SIPC. Advisory services offered through JPL Wealth Management Inc., a Registered Investment Advisers. Insurance products are offered through JPL Financial and Insurance Services Inc.
J K Financial Services, Inc. is NOT a registered investment adviser, and is fully independent from JPL Wealth Management Inc and JPL Financial and Insurance Services Inc. The CFP® designation applies only to outside business activities provided by JPL Wealth Management Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
All written content on this site is for information purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources, but we make no representations or guarantees as to the accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Privacy Policy: Click here for Privacy Policy
Customer Relationship Summary: Click here for CRS
Regulation Best Interest Disclosure: Click here for BI disclosure