Welcome to JKR & Company, Inc.
We’re a registered investment advisor, and we work on a fee-only basis. As fiduciaries, we’re required to put your interests ahead of our own, and we take that seriously. We manage your portfolio with care and work hard to help it grow. Your accounts can be held at Interactive Brokers, Pershing or Schwab, whichever you prefer.
We don’t follow a formula. We take the time to understand you and your goals, and we shape your portfolio around what’s right for you. We aren’t looking for a quick win. We want a relationship that lasts for decades, and we want to grow alongside you.
JKR has been doing this work since November 1979, when we were incorporated in California.
Our services include:
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Retirement Accounts
- Asset Allocation
Our investment professionals have decades of experience in money management and asset allocation to help you.
Retirement Planning
Each individual has different circumstances and goals, a tailored retirement plan is a great first step.
Business Pension Service
We strive to provide employers with qualified plans that produce maximum benefits, reduced costs, increase performance, while reducing liability.
Investments
JKR offers a wide variety of investment choices including, stocks, bonds, options, mutual funds, ETFs.
Education Funding
Helping parents and students plan for the ever increasing cost of college.
Income Protection
Safeguard yourself at an affordable rate against injury and sickness.
Life Insurance
Protection for yourself and your family at minimum cost with maximum guarantees.
Financial Planning
Understanding your financial situation is a great first step to achieving one’s goals and aspirations.