Jsk Associates Inc. (White Plains)

Name: Jsk Associates Inc.
Address: 120 Bloomingdale Road, White Plains, NY, 10605
Telephone: (914)949-9183

Jsk Associates Inc. is a mid-sized advisory firm based in White Plains. It manages $70.74 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New York, Ohio, and Texas.

Jsk Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jsk Associates: assets under management

The assets under management (AUM) of Jsk Associates Inc. is $70.74 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 39% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 30% of the firm’s portfolio. Investments in exchange traded securities form 26% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jsk Associates Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jsk Associates serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jsk Associates is individuals with 230 clients and $44.51 million of assets under management. Among the 3 most similar advisory firms, Jsk Associates has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $70.74 million for 247 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jsk Associates doesn't advise any private funds.

Careers at Jsk Associates Inc.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerome Stephen Keenan	President,coo	1 Jun 1981	50% - 75%	266082
Paul A Dossantos	Vp,cfo,ceo,clo,amlo	1 Jun 1981	50% - 75%	2822667
Usha Desai	Chief compliance officer	1 Apr 2017	Other	5086258

Based in White Plains

The principal office where Jsk Associates Inc. performs its advisory services is located at 120 Bloomingdale Road, White Plains, NY 10605, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (914)949-9183 or by fax (914)949-9781. The normal business hours are 9:00am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at investtowin.com.