JKR COMPANY

The firm specializes in managed accounts for both personal and retirement accounts and asset allocation. JKR is a member of the FINRA and SIPC. Our investment professionals have decades of experience in money management and asset allocation... We are a full service securities brokerage firm clearing transactions through Pershing, LLC. Pershing executes ten percent of all trades done on the New York Stock Exchange. We are also an investment advisor registered with the State of California and working through Schwab. JKR was incorporated in the State of California in November, 1979... JKR may include financial planning related services without separate compensation as part of our overall wealth management services or in limited circumstances, we may provide financial planning as a stand-alone service. We describe fees charged for financial planning services below under Item 5: Fees and Compensation.

Also known as: retirement planning

Primary location: Van Nuys United States