Sanjay Bhargava, Chief Executive Officer

Sanjay founded JK Investment Group after years of working as a representative at an independent research and options advisory firm. Since then, he has converted an office ran by himself into two offices and eight additional people. Sanjay’s career in the financial services industry began in 1999 in Cincinnati, Ohio as a representative with a well-known independent research and options advisory firm. He played a critical role with the firm by managing client relationships and serving as an intermediary between the company’s research department and its clients.

Sanjay’s optimistic belief a sound financial plan for the long term can make navigating opportunities in the ever-changing market much simpler and more possible.  This view, along with a love of the market, has helped him to refine an investment approach with the goal of combining the best attributes of technical and fundamental analysis. The objective is to provide a unique perception of the markets and strives to uncover hidden opportunities for his clients.

Sanjay’s success in his field is evidenced by the demand for his insight in many forums. During the past 15 years, he has received multiple invitations to speak at national investment conferences attended by thousands of investors. As a sought-after speaker, Sanjay shares his outlook in varying market conditions as well as the approach JK Investment Group adheres to when providing active management of its client’s accounts through these evolving conditions.

Sanjay grew up in New Jersey before moving to Ohio in 1993. He earned his Bachelor’s degree in Marketing and Finance at the University of Cincinnati. Outside of the office he enjoys spending time with his wife, Amy, and their children, Anthony and Aleyna. Sanjay’s love of sports has him coaching his children’s youth softball and basketball teams in the Brecksville area. He remains an active basketball player.

Check the background of this investment professional on FINRA’s BrokerCheck