{"id":3858,"date":"2026-11-04T18:55:04","date_gmt":"2026-11-04T18:55:04","guid":{"rendered":"https:\/\/jkrco.com\/?page_id=3858"},"modified":"2026-11-05T23:03:30","modified_gmt":"2026-11-05T23:03:30","slug":"los-angeles-wealth-management-2","status":"publish","type":"page","link":"https:\/\/jkrco.com\/index.php\/about-jkrco\/los-angeles-wealth-management-2\/","title":{"rendered":"Los Angeles Wealth Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;on|off|off&#8221; admin_label=&#8221;new hero&#8221; _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;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<h1><strong>Los Angeles Wealth Management for Individuals, Families, and Business Owners<\/strong><\/h1>\n<p><strong>Thoughtful and researched financial advice built around your life<\/strong><\/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_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_css_free_form=&#8221;display: flex;||flex-direction: column;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Free Financial Consultation&#8221; disabled_on=&#8221;on|off|off&#8221; admin_label=&#8221;link to contact&#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; button_border_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;450px||||false|false&#8221; custom_css_free_form=&#8221;margin-top: auto;&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_button button_url=&#8221;tel:8187817721&#8243; button_text=&#8221;Tap to Call on a Mobile&#8221; admin_label=&#8221;call button&#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;#13307d&#8221; button_border_color=&#8221;#FFFFFF&#8221; 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; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|on|on&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/11\/consultant-woman.jpg&#8221; title_text=&#8221;consultant-woman&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|on|on&#8221; admin_label=&#8221;new hero MOBILE&#8221; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#2f2f2f&#8221; background_enable_image=&#8221;off&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; custom_margin=&#8221;-25px||||false|false&#8221; sticky_enabled=&#8221;0&#8243;][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; header_font_size=&#8221;32px&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>Los Angeles Wealth Management for Individuals, Families, and Business Owners<\/strong><\/h1>\n<p><strong>Thoughtful and researched financial advice built around your life<\/strong><\/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_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.9&#8243; _module_preset=&#8221;default&#8221; custom_css_free_form=&#8221;display: flex;||flex-direction: column;&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Free Financial Consultation&#8221; admin_label=&#8221;link to contact MOBILE&#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; button_border_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_free_form=&#8221;margin-top: auto;&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_button button_url=&#8221;tel:8187817721&#8243; button_text=&#8221;Tap to Call on a Mobile&#8221; admin_label=&#8221;call button&#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;#13307d&#8221; button_border_color=&#8221;#FFFFFF&#8221; 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;A More Complete Approach&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Our Approach<\/p>\n<h2>A More Complete Approach to Wealth Management<\/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>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"jkr-panel\">\n<h3>Depending on your needs, we may help coordinate:<\/h3>\n<ul class=\"jkr-check\">\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 class=\"jkr-big\" style=\"font-size:18px\">The goal is to make sure important financial decisions work together rather than in isolation.<\/p>\n<\/div>\n<p>[\/et_pb_text][\/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; background_color=&#8221;#f4f6f9&#8243; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/fiduciary-BG-03.jpg&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;860px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;21px&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Fiduciary Standard<\/p>\n<h2>Fiduciary Financial Advice in Los Angeles<\/h2>\n<p class=\"jkr-big\">One of the most important questions to ask any financial advisor is: Whose interests come first?<\/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>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;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Free Financial Consultation&#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; button_border_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_free_form=&#8221;margin-top: auto;&#8221; 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;Who We Serve&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Who We Serve<\/p>\n<h2>Who We Serve<\/h2>\n<p>JKR is a good fit for:<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;High-net-worth individuals and families&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Who want investment management, retirement planning, and long-term financial decisions coordinated in one strategy.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Business owners and entrepreneurs&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Balancing personal wealth with business interests, liquidity, succession, retirement, or a future sale.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Executives and professionals&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>With complex compensation, concentrated stock, retirement accounts, or significant investment assets.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Retirees and pre-retirees&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Who want help with sustainable spending, portfolio structure, tax-aware withdrawals, and retirement income planning.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;Families navigating major transitions&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Such as an inheritance, divorce, business sale, retirement, or loss of a spouse.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; 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;Investment Philosophy&#8221; _builder_version=&#8221;4.27.9&#8243; background_color=&#8221;#d3d3d3&#8243; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Investment Philosophy<\/p>\n<h2>Our Investment Philosophy<\/h2>\n<p>We believe successful investing starts with your goals, time horizon, liquidity needs, tax situation, and tolerance for risk.<\/p>\n<div class=\"jkr-panel\">\n<h3>Our investment management approach emphasizes:<\/h3>\n<ul class=\"jkr-check\">\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<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; 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_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;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#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 class=\"jkr-big\">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_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; background_color=&#8221;#ffffff&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/10\/Financial-planning-BG-01.jpg&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;21px&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Financial Planning<\/p>\n<h2>Financial Planning Comes First<\/h2>\n<p>Good investment management should be connected to a broader financial plan. We help clients address questions such as:<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;21px&#8221; header_3_line_height=&#8221;1.2em&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul class=\"jkr-check jkr-q\">\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<h3>A financial plan should not be a static document. It should guide real decisions and evolve as your circumstances change.<\/h3>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Free Financial Consultation&#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; button_border_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_free_form=&#8221;margin-top: auto;&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; 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&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#f4f6f9&#8243; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Retirement Planning<\/p>\n<h2>Retirement Planning in Los Angeles<\/h2>\n<p>Retirement planning becomes more complex as your assets grow.<\/p>\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_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; custom_margin=&#8221;35px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"jkr-panel\">\n<h3>We help clients think through decisions involving:<\/h3>\n<ul class=\"jkr-check\">\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<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Fees and Experience&#8221; _builder_version=&#8221;4.27.9&#8243; background_color=&#8221;#ffffff&#8221; background_image=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/11\/team-BG-01.jpg&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;21px&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Our Team<\/p>\n<h2>Experience and Credentials<\/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>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>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.9&#8243; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#FFFFFF&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#FFFFFF&#8221; header_3_font_size=&#8221;21px&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Transparency<\/p>\n<h2>Fees and Investment Minimums<\/h2>\n<p>Transparency matters. You should always know how your advisor earns money. JKR offers:<\/p>\n<div class=\"jkr-panel\">\n<p><strong>Advisory accounts:<\/strong> You pay an annual fee based on the assets we manage, <span class=\"jkr-placeholder\" style=\"padding: 2px 6px; border-left: 0;\">[up to 1.5%]<\/span>. We\u2019re held to a fiduciary standard: your interests come first.<\/p>\n<p>The full details are in our <a href=\"#REPLACE-WITH-FORM-CRS-LINK\" target=\"_blank\" rel=\"noopener\">Form CRS<\/a>.<\/p>\n<p><strong>JKR generally works with clients who have saved $500,000 or more.<\/strong><\/p>\n<\/div>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Free Financial Consultation&#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; button_border_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_free_form=&#8221;margin-top: auto;&#8221; 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;Why Independent&#8221; _builder_version=&#8221;4.27.9&#8243; background_color=&#8221;#d3d3d3&#8243; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Why JKR<\/p>\n<h2>Why Choose an Independent Wealth Management Firm?<\/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>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;More direct relationships&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>You know who is responsible for your financial strategy.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;More personalized advice&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Your plan can reflect your family, career, business interests, taxes, and goals.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Greater continuity&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Long-term relationships matter when your advisor understands the history behind your financial decisions.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Direct access to decision-makers&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Clients can often communicate directly with the professionals responsible for their strategy.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Local perspective&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Los Angeles clients may face financial issues involving business ownership, real estate, concentrated equity, entertainment, professional practices, and California tax considerations.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Serving Los Angeles&#8221; _builder_version=&#8221;4.27.4&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;80px||80px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; text_text_color=&#8221;#3a3f47&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.75em&#8221; link_text_color=&#8221;#b08d57&#8243; header_text_color=&#8221;#14304f&#8221; header_2_text_color=&#8221;#14304f&#8221; header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#14304f&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"jkr-eyebrow\">Locations<\/p>\n<h2>Serving Los Angeles<\/h2>\n<p>JKR serves clients throughout the Los Angeles metro area. We work with clients in person and virtually. Our offices are located at:<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; width=&#8221;90%&#8221; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Van Nuys&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>JKR Co.<br \/>7145 Woodley Avenue<br \/>Van Nuys, CA 91406 USA<\/p>\n<p>[\/et_pb_blurb][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/11\/los-angeles.png&#8221; title_text=&#8221;los-angeles&#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;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Laguna Beach&#8221; module_class=&#8221;jkr-card&#8221; _builder_version=&#8221;4.27.4&#8243; header_level=&#8221;h3&#8243; header_text_color=&#8221;#14304f&#8221; header_font_size=&#8221;20px&#8221; body_text_color=&#8221;#3a3f47&#8243; body_font_size=&#8221;16px&#8221; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;30px|28px|30px|28px|false|false&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#e1e6ed&#8221; border_width_top=&#8221;4px&#8221; border_color_top=&#8221;#b08d57&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>JKR Co.<br \/>1540 South Coast Hwy. #202<br \/>Laguna Beach, CA 92651<\/p>\n<p>[\/et_pb_blurb][et_pb_image src=&#8221;https:\/\/jkrco.com\/wp-content\/uploads\/2026\/11\/laguna-beach.jpg&#8221; 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header_2_font_size=&#8221;34px&#8221; header_2_line_height=&#8221;1.25em&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;21px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Start a Conversation<\/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 <a href=\"tel:+18187817721\"><strong>818-781-7721<\/strong><\/a> or click on the button below to fill out a form.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/jkrco.com\/index.php\/contact-us\/&#8221; button_text=&#8221;Schedule a Financial Consultation&#8221; _builder_version=&#8221;4.27.9&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#E02B20&#8243; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#FFFFFF&#8221; button_border_radius=&#8221;3px&#8221; button_use_icon=&#8221;off&#8221; custom_padding=&#8221;14px|30px|14px|30px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Los Angeles Wealth Management for Individuals, Families, and Business Owners Thoughtful and researched financial advice built around your life JKR provides wealth management, financial planning, and investment management for individuals, families, business owners, and retirees in Los Angeles. 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