JK Marshall Mercantile Makes Wealth Generational

For your children and your children’s children.

Individually tailored management

JK Marshall Mercantile is a full-service, privately-held investment management firm committed to providing a comprehensive suite of investment, wealth and financial management services to high-net-worth individuals and families. Our innovative strategy provides solutions that are individually tailored to each client’s unique financial circumstances.

Our independence is your advantage

Freedom & flexibility

JK Marshall Mercantile is proud of its staunch independence, which provides us the freedom and flexibility to focus our full attention on the best interests of our clients. We don’t have to answer to a parent company whose corporate interests might conflict with our goal of serving you to the best of our ability.

We always remember that each of our clients relies upon our expert counsel, trusting in us to help them achieve financial security. We nurture that trust by developing a robust long-term client relationship that delivers results matching their financial goals.