Van Nuys, CA – JKR & Company, a Southern California financial services firm, provides comprehensive retirement planning, investment management and financial planning services designed to help individuals, families and business owners pursue their long-term financial objectives.
Planning for retirement and managing investments can involve a wide range of financial decisions. Individuals must consider factors such as their investment time horizon, risk tolerance, income needs and long-term financial goals when developing a strategy for their financial future.
JKR & Company provides personalized financial planning and investment advisory services designed to help clients evaluate their financial circumstances and develop strategies based on their individual objectives.
“Every client has different financial circumstances and different goals for the future,” said Jamie Ellis, President of JKR & Company. “Our role is to work with clients to understand those goals and provide personalized guidance as they make decisions about investing, retirement and their overall financial plans.”
“We don’t follow a rote 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,” concluded Ellis.
For business owners and employers, JKR & Company also provides retirement plan advisory services. The firm can assist plan sponsors with investment selection, portfolio management and ongoing retirement plan responsibilities.
JKR & Company has been providing financial services since 1979. The firm was founded by J. Kemp Richards, who continues to serve as an advisor to the company. Richards began working in the investment business in 1969 and graduated from USC with a B.S. in Finance in 1968.
Current company President Jamie Ellis has been a financial advisor with JKR for 27 years, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience.
JKR & Company provides discretionary portfolio management, financial planning and retirement plan advisory services to individuals, high net worth clients and plan sponsors. The firm serves clients throughout the United States and provides customized investment recommendations based on individual risk tolerance and investment time horizons. The company has offices in Van Nuys and Laguna Beach.
For more information about retirement plan advisory services from JKR & Company, call (818) 781-7721 or visit JKR & Company.
JKR & Company
7145 Woodley Avenue
Van Nuys, CA 91406
Voice: (818) 781-7721
Fax: (818) 787-2232
Email: info@JKRCo.com
JKR & Company is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC. This material is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy.