Donald William Capone
Investment adviser representative at J.K. Financial, Inc.
21 yearsExperience
1 stateRegistered in
CFADesignation
$195.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- J.K. Financial, Inc.Jul 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.K. Financial, Inc.
$195.8MAssets managed
133Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4439111
- Firm CRD
- 114929