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
Know when you can retire, and how to make your savings last.
Retirement Plans for Businesses
401(k), SEP, SIMPLE IRA and profit sharing plans, set up and supported for owners and employees.
Investment Management
Portfolios built around your goals, time horizon and comfort with risk, and monitored continuously.
Insurance
Life and disability coverage to protect your family and income.
Financial Planning
A clear, written plan covering savings, debt, taxes, education and estate questions.
Why clients choose JKR
- Independent since 1979: We’re not owned by a bank or insurance company.
- Your money is held safely. Accounts are held at Pershing / Charles Schwab / Interactive Brokers, not at JKR.
- Clear about costs: We explain how we’re paid before you commit to anything.
- A real person answers: Call (818) 781-7721.