Unclaimed Profile

Jonathan Kyle Krellwitz

K2 FINANCIAL INC.·GLENDORA, California

SIE, Series 7, Series 24, Series 63CFPClean record22 years registeredK2 FINANCIAL INC.

233 SOUTH GLENDORA AVENUE, GLENDORA, CA 91741CRD# 4215089Firm CRD# 300913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Kyle Krellwitz · GLENDORA, CA

Registration

CRD #4215089 · K2 FINANCIAL INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: K2 FINANCIAL INC.

K2 FINANCIAL INC.

May 2019 – Nov 2023

GLENDORA, CA

LINCOLN INVESTMENT

Jun 2017 – Nov 2023

Glendora, CA

LEGEND ADVISORY, LLC

Oct 2010 – Oct 2019

SAN DIMAS, CA

LEGEND ADVISORY CORP

Jun 2004 – Feb 2005

SAN DIMAS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · June 30, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

K2 FINANCIAL INC.

CRD 300913 · SEC 801-120939

AUM

$154M

Regulatory assets under management

Employees

1,083 client accounts

Services offered by K2 FINANCIAL INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at K2 FINANCIAL INC. →

Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLENDORA?

Browse all registered financial advisors in GLENDORA, California or claim this profile if it's yours.

Browse GLENDORA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathan Kyle Krellwitz offer?

Jonathan Kyle Krellwitz specializes in Financial Planning, Investment Management.

What are Jonathan Kyle Krellwitz's credentials?

Jonathan Kyle Krellwitz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Kyle Krellwitz located?

Jonathan Kyle Krellwitz is based in GLENDORA, California, last registered with K2 FINANCIAL INC..

How does Jonathan Kyle Krellwitz charge for services?

Jonathan Kyle Krellwitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is K2 FINANCIAL INC.?

K2 FINANCIAL INC. has approximately 9 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →