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JMK & ASSOCIATES, LLC
CRD 312760File 801-120424
APPROVED
Retail clients
Filing as of Jan 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$268.4M
Below cohort median (national)
Discretionary AUM
$268.4M
Clients
1,453
1,459 accounts
Employees
4
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 9, 2021
- Principal office
- 102 EAST MAIN STREET, SPOKANE, WA, 99202
- Phone
- 509-703-7771
- Website
- http://www.jmkfa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.4M
- Discretionary AUM
- $268.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,459
- Non-discretionary accounts
- 0
- Total accounts
- 1,459
- AUM per client
- $185K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 334 | $144.8M |
| Pension and profit sharing plans | Fewer than 5 | $677K |
| Individuals (other than high net worth individuals) | 1,119 | $121.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2026 | Clients | 980 | 1,453 | increased by473 |
| Feb 1, 2026 | AUM | $343,324,152 | $268,371,774 | decreased by$74,952,378 |
| Feb 1, 2026 | Accounts | 2,013 | 1,459 | decreased by554 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 3 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,034 | 980 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $337,274,655 | $343,324,152 | increased by$6,049,497 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,008 | 2,013 | increased by5 |
| Apr 1, 2022 | Clients | 703 | 1,034 | increased by331 |
| Apr 1, 2022 | AUM | $310,015,517 | $337,274,655 | increased by$27,259,138 |
| Apr 1, 2022 | Accounts | 1,881 | 2,008 | increased by127 |
| Oct 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2021 | Clients | 0 | 703 | increased by703 |
| Aug 1, 2021 | AUM | $0 | $310,015,517 | increased by$310,015,517 |
| Aug 1, 2021 | Accounts | 0 | 1,881 | increased by1,881 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JMK ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JMK ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.