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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-13 |
| NJ | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-03-03 |
| PA | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
109 Pheasant Run, Newtown, PA 18940 • United States
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 02/2013 | Present |
| Jkj Financial Services | Newtown | PA | 02/2013 | Present |
| Lri Investments, Llc | Palm Beach Gardens | FL | 11/2024 | Present |
1) JKJ M EQUITY PARTNERS, LP; 109 PHEASANT RUN, NEWTOWN, PA 18940; 5/30/2014; LIMITED PARTNER; INVESTMENT RELATED; OWNERSHIP; PASSIVE INCOME; PROFITS; 0 HOURS/MOTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2) JKJ FINANCIAL SERVICES & JKJ RETIREMENT SERVICES; 109 PHEASANT RUN, NEWTOWN, PA 18940; 03/01/2013; VP & MANAGING DIRECTOR; CLIENT MANAGEMENT, PRODUCING BUSINESS; INVESTMENT RELATED; 200 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, OWNERSHIP, PROFITS, COMMISSIONS, WAGES/SALARY/TIPS 3) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 03/2013 start date; 160 hours/month; 160 hours/month during securities trading hours; placement and management of securities related business. 4) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours. 5) JKJ LRII EQUITY PARTNERS LLC; 109 Pheasant Run, Newtown PA 18940; Entity to hold ownership interest in Independent RIA; Investment related; Member; Member with 20% voting rights to be used "as needed" anticipated very infrequent; 12/03/2024; 5 hours per month; 1 hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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