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JK Investment Group, with Over $240M in Client Assets, Joins Regal

Kentwood, MI, May 19, 2020 — A leading producer group, JK Investment Group, in the Midwest has announced that they have affiliated with Regal Investment Advisors and Regulus, LLC. JK Investment Group’s office is headquartered in Independence, OH where they collectively manage over $240M in client assets. The team is led by their CEO, Sanjay Bhargava.

Regal partner Don Carlson expressed, “We are very excited to align with Sanjay and the JK Investment Group team. Sanjay was a top advisor for one of the largest independent firms in the country and he has an impressive team around him at JK Investment Group. We are proud to welcome them to our community of professionals.”

“The JK Investment Group team has built out a very comprehensive and holistic approach to the individuals and families that they serve. Their philosophy of putting the needs of the client first aligns with our firm’s culture,” said John Kailunas II, CEO of Regal Holdings.

Regal and its affiliated companies are headquartered in Kentwood, MI, with advisors and affiliated firms scattered throughout the United States.

Regal Holdings and its financial service companies and platforms serve independent financial professionals around the country. Regal and its affiliates provide comprehensive client solutions, money management, independent services, and multiple custodian relationships.


Securities offered through Regulus, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC., an SEC Registered Investment Advisor. Regal Holdings, Regulus, Regal Investment Advisors, and Regal Holdings are affiliated entities. Registration with the SEC does not imply any level of skill or training.