{"id":3675,"date":"2026-10-29T18:56:52","date_gmt":"2026-10-29T18:56:52","guid":{"rendered":"https:\/\/jkrco.com\/?page_id=3675"},"modified":"2026-11-13T00:07:16","modified_gmt":"2026-11-13T00:07:16","slug":"los-angeles-wealth-management","status":"publish","type":"page","link":"https:\/\/jkrco.com\/index.php\/financial-planning\/los-angeles-wealth-management\/","title":{"rendered":"Los Angeles Wealth Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/woman-financial-advisor-02.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;75px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>Los Angeles Wealth<br \/>Management for<br \/>Individuals, Families,<br \/>and Business Owners<\/strong><\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"text-white\">\n<h3><strong>Thoughtful and researched<br \/>financial advice built around<br \/>your life<\/strong><\/h3>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text module_id=&#8221;form&#8221; module_class=&#8221;form&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(137,160,221,0.56)&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;20px|20px|20px|20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>Schedule a free financial consultation<\/h3>\n<div class=\"frm_forms  with_frm_style frm_style_formidable-style-2\" id=\"frm_form_3_container\" data-token=\"b94cea343a98005a9eae764cf3b9dc19\">\n<form enctype=\"multipart\/form-data\" method=\"post\" class=\"frm-show-form  frm_pro_form \" id=\"form_jkr-contact-form2\" data-frm-error-config=\"{&quot;includeAlertRole&quot;:false,&quot;focusFirstError&quot;:false,&quot;focusErrorSummary&quot;:true}\" data-token=\"b94cea343a98005a9eae764cf3b9dc19\">\n<div class=\"frm_form_fields \">\n<fieldset>\n<legend class=\"frm_screen_reader\">JKR Contact Form short<\/legend>\r\n\r\n<div class=\"frm_fields_container\">\n<input type=\"hidden\" name=\"frm_action\" value=\"create\" \/>\n<input type=\"hidden\" name=\"form_id\" value=\"3\" \/>\n<input type=\"hidden\" name=\"frm_hide_fields_3\" id=\"frm_hide_fields_3\" value=\"\" \/>\n<input type=\"hidden\" name=\"form_key\" value=\"jkr-contact-form2\" \/>\n<input type=\"hidden\" name=\"item_meta[0]\" value=\"\" \/>\n<input type=\"hidden\" id=\"frm_submit_entry_3\" name=\"frm_submit_entry_3\" value=\"6ed2d924fe\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/index.php\/wp-json\/wp\/v2\/pages\/3675\" \/><div id=\"frm_field_13_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n\t<label for=\"field_m355n2\" id=\"field_m355n2_label\" class=\"frm_primary_label\">Name\r\n\t\t<span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n\t<\/label>\r\n\t<input  type=\"text\" id=\"field_m355n2\" name=\"item_meta[13]\" value=\"\"  data-reqmsg=\"Name cannot be blank.\" aria-required=\"true\" data-invmsg=\"Name is invalid\" aria-invalid=\"false\"   \/>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_14_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n\t<label for=\"field_zhlu\" id=\"field_zhlu_label\" class=\"frm_primary_label\">Phone\r\n\t\t<span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n\t<\/label>\r\n\t<input  type=\"text\" id=\"field_zhlu\" name=\"item_meta[14]\" value=\"\"  data-reqmsg=\"Phone cannot be blank.\" aria-required=\"true\" data-invmsg=\"Phone is invalid\" aria-invalid=\"false\"   \/>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_15_container\" class=\"frm_form_field form-field  frm_required_field frm_top_container\">\r\n\t<label for=\"field_dbwca2\" id=\"field_dbwca2_label\" class=\"frm_primary_label\">Email\r\n\t\t<span class=\"frm_required\" aria-hidden=\"true\">*<\/span>\r\n\t<\/label>\r\n\t<input  type=\"text\" id=\"field_dbwca2\" name=\"item_meta[15]\" value=\"\"  data-reqmsg=\"Email cannot be blank.\" aria-required=\"true\" data-invmsg=\"Email is invalid\" aria-invalid=\"false\"   \/>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_17_container\" class=\"frm_form_field form-field  frm_top_container\">\r\n\t<label for=\"field_t0bld2\" id=\"field_t0bld2_label\" class=\"frm_primary_label\">Questions or comments\r\n\t\t<span class=\"frm_required\" aria-hidden=\"true\"><\/span>\r\n\t<\/label>\r\n\t<textarea name=\"item_meta[17]\" id=\"field_t0bld2\" rows=\"5\"  data-invmsg=\"Questions or comments is invalid\" aria-invalid=\"false\"  ><\/textarea>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_18_container\" class=\"frm_form_field form-field  frm_none_container\"><div  id=\"field_h7dut2\" class=\"frm-g-recaptcha\" data-sitekey=\"6LezLRgtAAAAAPn0PM3uzpu-ahh0TpCpYsR_mSZj\" data-size=\"normal\" data-theme=\"light\"><\/div>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_19_container\" class=\"frm_form_field form-field \">\r\n\t<div class=\"frm_submit frm_flex\">\r\n<button class=\"frm_button_submit frm_final_submit\" type=\"submit\"  >Get My Free Financial Consultation<\/button>\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\n\t<input type=\"hidden\" name=\"item_key\" value=\"\" \/>\n\t\t\t<div id=\"frm_field_20_container\">\n\t\t\t<label for=\"field_5ku7g\" >\n\t\t\t\tIf you are human, leave this field blank.\t\t\t<\/label>\n\t\t\t<input  id=\"field_5ku7g\" type=\"text\" class=\"frm_form_field form-field frm_verify\" name=\"item_meta[20]\" value=\"\"  \/>\n\t\t<\/div>\n\t\t<input name=\"frm_state\" type=\"hidden\" value=\"yNuQ4pDPGyBoakgPXCvgUOnLPPkFWPx9PsXl\/TGVpe\/vYjmW4+cSkKgE6NC6esGf\" \/><\/div>\n<\/fieldset>\n<\/div>\n\n<\/form>\n<\/div>\n\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/couple-consultant-800-02.jpg&#8221; title_text=&#8221;couple-consultant-800-02&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>JKR provides wealth management, financial planning, and investment management for individuals, families, business owners, and retirees in Los Angeles.<\/p>\n<p>We help clients coordinate the different parts of their financial lives\u2014from investments and retirement planning to tax-aware decisions, estate considerations, cash flow, and major financial transitions.<\/p>\n<p>Our goal is simple: help you make better financial decisions with greater clarity and confidence.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Schedule a Consultation&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#E02B20&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/wealth-BG-02.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>A More Complete Approach to Wealth Management<\/strong><\/h2>\n<p>For many high-net-worth clients, investing is only one part of the picture.<\/p>\n<p>Your portfolio may need to support retirement, provide income, account for concentrated stock, coordinate with a business interest, or help transfer wealth to the next generation.<\/p>\n<p>That is why our approach to wealth management looks beyond individual investments.<\/p>\n<p>Depending on your needs, we may help coordinate:<\/p>\n<ul>\n<li>Investment management<\/li>\n<li>Financial planning<\/li>\n<li>Retirement planning<\/li>\n<li>Tax-aware investment decisions<\/li>\n<li>Estate and legacy considerations<\/li>\n<li>Charitable giving<\/li>\n<li>Concentrated stock planning<\/li>\n<li>Business-owner planning<\/li>\n<li>Major financial transitions<\/li>\n<\/ul>\n<p>The goal is to make sure important financial decisions work together rather than in isolation.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;fiduciary&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/fiduciary-BG-03.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Fiduciary Financial Advice in Los Angeles<\/strong><\/h2>\n<p>One of the most important questions to ask any financial advisor is: <strong>Whose interests come first?<\/strong><\/p>\n<p>As a registered investment adviser JKR is held to a fiduciary standard. We have the duty always to put our clients\u2019 interests before our own, by providing disinterested advice and disclosing any material conflicts of interest to our clients as disclosed herein.<\/p>\n<p>As a fiduciary financial advisor serving Los Angeles clients, our advice is designed around your goals, circumstances, and financial priorities.<\/p>\n<p><strong>Advisory accounts:<\/strong> You pay an annual fee based on the assets we manage, [up to 1.5%]. We\u2019re held to a fiduciary standard: your interests come first.<\/p>\n<p>For investors comparing a registered investment advisor in Los Angeles with a brokerage firm, bank, or national financial institution, understanding how the advisor is compensated and when the advisor acts as a fiduciary is an important part of the decision.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Schedule a Consultation&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#E02B20&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Who We Serve<\/strong><\/h2>\n<p>JKR is a good fit for:<\/p>\n<p><strong>High-net-worth individuals and families<\/strong> who want investment management, retirement planning, and long-term financial decisions coordinated in one strategy.<\/p>\n<p><strong>Business owners and entrepreneurs<\/strong> balancing personal wealth with business interests, liquidity, succession, retirement, or a future sale.<\/p>\n<p><strong>Executives and professionals<\/strong> with complex compensation, concentrated stock, retirement accounts, or significant investment assets.<\/p>\n<p><strong>Retirees and pre-retirees<\/strong> who want help with sustainable spending, portfolio structure, tax-aware withdrawals, and retirement income planning.<\/p>\n<p><strong>Families navigating major transitions<\/strong> such as an inheritance, divorce, business sale, retirement, or loss of a spouse.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/who-we-serve-composite-01.jpg&#8221; title_text=&#8221;Mid age couple at home&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;our investment philosophy&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#969696&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/investment.jpg&#8221; title_text=&#8221;investment&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Our Investment Philosophy<\/strong><\/h2>\n<p>We believe successful investing starts with your goals, time horizon, liquidity needs, tax situation, and tolerance for risk.<\/p>\n<p>Our investment management approach emphasizes:<\/p>\n<ul>\n<li>Diversification<\/li>\n<li>Appropriate risk management<\/li>\n<li>Long-term discipline<\/li>\n<li>Tax awareness<\/li>\n<li>Cost consciousness<\/li>\n<li>Rebalancing when appropriate<\/li>\n<li>Avoiding emotionally driven investment decisions<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Our investment adviser representatives (\u201cIARs\u201d) may provide advisory services in the form of investment management services. Investment management services involve providing clients with continuous and ongoing supervision over client accounts. This means that IARs continuously monitor a client\u2019s account and make trades in client accounts when deemed necessary. JKR customizes clients\u2019 portfolios according to their individual risk tolerance, time horizon, and specific goals.<\/p>\n<p>The objective is not simply to build a portfolio. It is to build an investment strategy that supports the life you are trying to fund.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Schedule a Consultation&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#E02B20&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;financial planning&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/Financial-planning-BG-01.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Financial Planning Comes First<\/strong><\/h2>\n<p>Good investment management should be connected to a broader financial plan.<\/p>\n<p>We help clients address questions such as:<\/p>\n<ul>\n<li>When can I retire?<\/li>\n<li>How much can I safely spend?<\/li>\n<li>Am I taking more investment risk than I need?<\/li>\n<li>How should I invest a large cash balance?<\/li>\n<li>What should I do with concentrated stock?<\/li>\n<li>How should I prepare for the sale of my business?<\/li>\n<li>How can I make my portfolio more tax-efficient?<\/li>\n<li>How should my investments change as I approach retirement?<\/li>\n<\/ul>\n<p>A financial plan should not be a static document. It should guide real decisions and evolve as your circumstances change.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;retirement planning la&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/couple-retirement-BG-04.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,0,0,0.62)&#8221; background_layout=&#8221;dark&#8221; custom_padding=&#8221;30px|30px|30px|30px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Retirement Planning in Los Angeles<\/strong><\/h2>\n<p>Retirement planning becomes more complex as your assets grow.<\/p>\n<p>We help clients think through decisions involving:<\/p>\n<ul>\n<li>Sustainable retirement spending<\/li>\n<li>Portfolio withdrawals<\/li>\n<li>Social Security timing<\/li>\n<li>Tax-aware distributions<\/li>\n<li>Investment risk<\/li>\n<li>Liquidity<\/li>\n<li>Healthcare and long-term care<\/li>\n<li>Estate and legacy goals<\/li>\n<\/ul>\n<p>Our retirement planning process is designed to coordinate these decisions rather than address them one at a time.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/11\/investment-02.jpg&#8221; title_text=&#8221;investment-02&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><strong>Fees and Investment Minimums<\/strong><\/h2>\n<p>Transparency matters.\u00a0You should always know how your advisor earns money. JKR offers:<\/p>\n<p><strong>Advisory accounts:<\/strong> You pay an annual fee based on the assets we manage, [up to 1.5%]. We\u2019re held to a fiduciary standard: your interests come first.<\/p>\n<p>The full details are in our <a href=\"https:\/\/bb9e9879-c282-4f52-b5d8-1e70bbb13685.frame.claudeusercontent.com\/_f\/1789655232-146b\/\">Form CRS<\/a>.<\/p>\n<p>JKR generally works with clients who have saved $500,000 or more.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221;][et_pb_column _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><strong>Experience and Credentials<\/strong><\/h2>\n<p>Clients should understand the qualifications of the people responsible for their financial decisions.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3296 alignleft\" src=\"https:\/\/jkrco.com\/wp-content\/uploads\/2026\/03\/kemp.jpg\" alt=\"\" width=\"125\" height=\"144\" \/>J. Kemp Richardson,<\/strong> former president and owner, has been in investment business since April 1969. He graduated from USC in 1968 with a B.S. in Finance. He started with Eastman Dillon and was with the major securities firms until starting JKR in 1979. Kemp has been on the board of California Association of Independent Broker Dealers (CAIBD) since 1996.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3294 alignright\" src=\"https:\/\/jkrco.com\/wp-content\/uploads\/2026\/03\/jamie.jpg\" alt=\"\" width=\"125\" height=\"145\" \/>Current company President <strong>Jamie Ellis<\/strong> has been a financial advisor with JKR for 27 years, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience.<\/p>\n<p>We encourage prospective clients to review our team biographies, regulatory disclosures, and Form ADV.<\/p>\n<h2><strong>Why Choose an Independent Wealth Management Firm?<\/strong><\/h2>\n<p>Large national firms offer recognizable brands and significant resources. But many clients value a more personal advisory relationship.<\/p>\n<p>An independent wealth management firm may offer:<\/p>\n<p><strong>More direct relationships.<\/strong> You know who is responsible for your financial strategy.<\/p>\n<p><strong>More personalized advice.<\/strong> Your plan can reflect your family, career, business interests, taxes, and goals.<\/p>\n<p><strong>Greater continuity.<\/strong> Long-term relationships matter when your advisor understands the history behind your financial decisions.<\/p>\n<p><strong>Direct access to decision-makers.<\/strong> Clients can often communicate directly with the professionals responsible for their strategy.<\/p>\n<p><strong>Local perspective.<\/strong> Los Angeles clients may face financial issues involving business ownership, real estate, concentrated equity, entertainment, professional practices, and California tax considerations.<\/p>\n<h2><strong>Serving Los Angeles<\/strong><\/h2>\n<p>JKR serves clients throughout Los Angeles, Orange and Ventura counties.<\/p>\n<p>Our offices are located at:<\/p>\n<p><strong>JKR Co.<\/strong><br class=\"style1\" \/>7145 Woodley Avenue<br \/>Van Nuys, CA 91406 USA<\/p>\n<p>1540 South Coast Hwy. #202<br \/>Laguna Beach, CA 92651<\/p>\n<p>We work with clients both in person and virtually.\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#545454&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Start a Conversation<\/strong><\/h2>\n<p>If you are looking for a financial advisor in Los Angeles, a fiduciary financial advisor, or a wealth management firm that can connect your investment strategy with your broader financial plan, we invite you to learn more about JKR.<\/p>\n<p>The first conversation is an opportunity to understand your goals, explain how we work, and determine whether JKR is the right fit.<\/p>\n<p>Call us at <strong>818-781-7721<\/strong> or click on the button below to fill out a form.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Schedule a Consultation&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#E02B20&#8243; 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Owners Thoughtful and researchedfinancial advice built aroundyour life Schedule a free financial consultation <div class=\"frm_forms  with_frm_style frm_style_formidable-style-2\" id=\"frm_form_3_container\" data-token=\"b94cea343a98005a9eae764cf3b9dc19\">\n<form enctype=\"multipart\/form-data\" method=\"post\" class=\"frm-show-form  frm_pro_form \" id=\"form_jkr-contact-form2\" data-frm-error-config=\"{&quot;includeAlertRole&quot;:false,&quot;focusFirstError&quot;:false,&quot;focusErrorSummary&quot;:true}\" data-token=\"b94cea343a98005a9eae764cf3b9dc19\">\n<div class=\"frm_form_fields \">\n<fieldset>\n<legend class=\"frm_screen_reader\">JKR Contact Form short<\/legend>\r\n\r\n<div class=\"frm_fields_container\">\n<input type=\"hidden\" name=\"frm_action\" value=\"create\" \/>\n<input type=\"hidden\" name=\"form_id\" value=\"3\" \/>\n<input type=\"hidden\" name=\"frm_hide_fields_3\" id=\"frm_hide_fields_3\" value=\"\" \/>\n<input type=\"hidden\" name=\"form_key\" 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id=\"field_t0bld2_label\" class=\"frm_primary_label\">Questions or comments\r\n\t\t<span class=\"frm_required\" aria-hidden=\"true\"><\/span>\r\n\t<\/label>\r\n\t<textarea name=\"item_meta[17]\" id=\"field_t0bld2\" rows=\"5\"  data-invmsg=\"Questions or comments is invalid\" aria-invalid=\"false\"  ><\/textarea>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_18_container\" class=\"frm_form_field form-field  frm_none_container\"><div  id=\"field_h7dut2\" class=\"frm-g-recaptcha\" data-sitekey=\"6LezLRgtAAAAAPn0PM3uzpu-ahh0TpCpYsR_mSZj\" data-size=\"normal\" data-theme=\"light\"><\/div>\r\n\t\r\n\t\r\n<\/div>\n<div id=\"frm_field_19_container\" class=\"frm_form_field form-field \">\r\n\t<div class=\"frm_submit frm_flex\">\r\n<button class=\"frm_button_submit frm_final_submit\" type=\"submit\"  >Get My Free Financial Consultation<\/button>\r\n\r\n\r\n\r\n<\/div>\r\n<\/div>\n\t<input type=\"hidden\" name=\"item_key\" value=\"\" \/>\n\t\t\t<div id=\"frm_field_21_container\">\n\t\t\t<label for=\"field_ebp8f\" >\n\t\t\t\tIf you are human, leave this field blank.\t\t\t<\/label>\n\t\t\t<input  id=\"field_ebp8f\" type=\"text\" class=\"frm_form_field form-field frm_verify\" name=\"item_meta[21]\" value=\"\"  \/>\n\t\t<\/div>\n\t\t<input name=\"frm_state\" type=\"hidden\" value=\"yNuQ4pDPGyBoakgPXCvgUOnLPPkFWPx9PsXl\/TGVpe+V+\/r9+UrdlTOiOoUu+Ifz\" \/><\/div>\n<\/fieldset>\n<\/div>\n\n<\/form>\n<\/div>\nJKR provides wealth management, financial planning, and investment management for individuals, families, business owners, and retirees in Los Angeles. We help clients coordinate the different parts of their financial lives\u2014from investments and retirement planning to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2247,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-3675","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Los Angeles Wealth Management - JKR Company<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/jkrco.com\/index.php\/financial-planning\/los-angeles-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Los Angeles Wealth Management - JKR Company\" \/>\n<meta property=\"og:description\" content=\"Los Angeles WealthManagement forIndividuals, Families,and Business Owners Thoughtful and researchedfinancial advice built aroundyour life Schedule a free financial consultation JKR provides wealth management, financial planning, and investment management for individuals, families, business owners, and retirees in Los Angeles. 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