Kaplan Wealth Advisors
From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs.
We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals.
We want...
KB Family Office
K&B Family Office is an independent multi-family office based in Panama, focusing on wealth management and advisory services for clients in Latin America and international families. Established in 2004, the firm partners with high-net-worth individuals and families to help them preserve and grow their generational wealth.
The firm offers a...
Jupiter Wealth Advisors Limited
Jupiter Wealth Advisors Limited is an independent wealth management firm based in the Dubai International Financial Centre (DIFC). Regulated by the Dubai Financial Services Authority (DFSA), the firm focuses on creating tailored financial strategies for its clients. Established in September 2022, it combines a boutique approach with institutional-grade resources and...
JTC KENSINGTON
JTC Kensington is a financial services provider based in Singapore, specializing in trust, fiduciary, and corporate administration solutions. It operates as an alliance between Kensington Trust Group and JTC Group, catering to high-net-worth individuals, families, and institutions with cross-border wealth structuring and compliance needs.
The company offers a range of...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...
JRK STOCK BROKING PRIVATE LIMITED
JRK GROUP is a knowledge-first and reliable Financial Services business in Eastern India. We house two business verticals primarily, i.e. Broking and Distribution. Under the pillar of Broking, we cover the range of Equities, Derivatives, and Currencies. Under the pillar of Distribution, we include portfolio management services (PMS), Insurance products,...
JS Investments
JS Investments Limited is an investment management company based in Pakistan and a subsidiary of JS Bank Limited. Established on February 22, 1995, the company provides a variety of financial services, including investment advisory and asset management. It serves high net worth individuals, institutions, and individual investors.
The company offers...
JS Wealth
JS Wealth was founded in January 2017 by Jason Yau. JS Wealth serves High Net Worth Individuals and family trusts and estates.
The mission for JS Wealth is to be the best multi-family office in Asia with outcomes-based planning and bespoke solutions. We believe in simplicity and transparency. We believe...
Jordan Capital
You know this. As soon as it comes to topics like money or real estate, most people - of course - turn to their trusted bank advisor and thus to a usually large banking institution. Although transparency in banking advice has a higher priority today and is also carefully documented,...
Jon Michel Executive Search
Jon Michel Executive Search (JMES) is an executive search and selection firm based in Sydney, Australia, established in 1997. With over 25 years of experience, JMES specializes in executive recruitment for the financial, professional services, and corporate sectors. The firm focuses primarily on the investment banking sector, offering tailored search...
Johnson Brunetti Retirement Investment Specialists
Johnson Brunetti, also known as JB Capital, is a financial advisory firm located in Wethersfield, Connecticut. Founded in 2003, the firm became a registered investment advisor with the U.S. Securities and Exchange Commission in 2014. As a subsidiary of Financial Retirement Solutions, LLC, Johnson Brunetti specializes in retirement and investment...
JMG Financial Group Ltd
JMG Financial Group, Ltd. is an independent, fee-only wealth management firm based in Downers Grove, Illinois, with additional offices in Chicago. Established in 1984, the company provides a range of financial advisory services to high net worth individuals, families, trusts, pension plans, business entities, and charitable organizations across the United...
JM PARTNERS
JMP Accountants is a professional practice which provides small and complex accountancy services to a wide range of business organisation's and private clients.
JL Smith Wealth Tax Planning
JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else. Our goal is to empower individuals and families to make informed financial decisions that align with their life goals and aspirations.
Led by an esteemed team...
JK Capital
We are an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions.
We build and manage diversified portfolios, ensuring maximum transparency as we believe investing should be a clear and straightforward experience.
Our team of experts monitor the performance...
JIA Asset Management Sdn Bhd
At JIA Asset Management we focus on providing our clients with an independent and fully customised, wealth management experience. We specialise particularly in portfolio management. Our clients receive a personalised service throughout their experience with us.
Our tailor-made approach is individualised to customer needs and we pride ourselves on attention...
JIA Asia Asset Management Pte Ltd
JIA (a.k.a 家) is a licensed external asset manager (CMS 1*06*9*-1) and a growing multi-family office based in Singapore.
JIA provides bespoke WM solutions to clients within Asia Pacific and are constantly searching for new sources of value to deploy capital.
JH Pierce Wealth Management PC
- Advisors NOT Salesmen
JH Pierce Wealth Management PC was founded to bring honesty and integrity as a focus to financial planning. With over 15 years of financial experience, our business model was designed from the top down to correct areas we didn't agree with in the current financial services...
Jessup Wealth Management Inc
Jessup Wealth Management Inc is a financial services company located in Dayton, Ohio. It specializes in providing comprehensive financial management solutions tailored for individuals, families, and small business owners. The company focuses on personalized service, practical experience, and proactive communication to effectively manage client portfolios.
The services offered by Jessup...
Jefferies Hong Kong Limited
Jefferies is a prominent global investment banking firm founded in 1962 in Los Angeles, California. The company initially gained recognition for pioneering the "third market," which allowed institutional investors to trade listed securities directly. Over the years, Jefferies has expanded its operations and moved its headquarters to New York, becoming...