Financial adviser launches new firm

A financial adviser with a decade of experience in the industry has launched a new firm.

JKD Financial got its start on Feb. 18, said owner John Davis. The firm, which is registered with the Missouri secretary of state's office under JKD Financial Planning LLC, is named for Davis' initials.

A certified financial planner, Davis said JKD Financial provides financial planning and tax preparation services. Setting the firm apart are its flat-fee payment model and tax preparation offerings, he said.

"I had a really clear idea of what I thought was the best model for clients," Davis said. "On a personal level, too, I always say to bet on yourself. I wanted to bet on myself and give it a try."

Startup costs were roughly $10,000 for JKD Financial, Davis said.

Currently operating from his home office as the firm's sole employee, Davis said the goal is to secure a physical office in the next couple of months. He's interested in hiring at some point in the future, as well.

An honoree for Springfield Business Journal's 2024 class of Trusted Advisers, Davis most recently worked as a managing adviser with Forvis Mazars LLP and he has past experience at Heim, Young & Associates Inc. He said his last day at Forvis Mazars was Jan. 2 after working at the company since 2022.