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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 11-09-1979
- Office Locations
- 2
Office Locations
About J K R & Company, Inc.
JKR & Company, Inc. is a California-based securities brokerage and state-registered investment adviser (incorporated 1979) providing financial and retirement planning, employer-sponsored plan and business pension services, and insurance planning. The firm builds portfolios using asset allocation across stocks, bonds, options, mutual funds, ETFs, annuities and retirement accounts, clearing trades through Pershing and working through Schwab.
Team overview
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Custodian
Investment Themes
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Owner & Executives
JAMES ANDREW ELLIS
Chief Compliance Officer, Finop, President
- CRD
- #2395774
- Ownership
- 75% or more
JAMES KEMP RICHARDSON
VICE PRESIDENT
- CRD
- #375759
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jay Pernsten Henriksen
CFP
- CRD
- #7009324
FREDERICK JAMES PIERACCI
--
- CRD
- #725725
Harbor value
Matrix catalyst
- CRD
- #17934
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,316,266 | $595,268 |
| Non-Discretionary | $0 | -- |
| Total | $136,316,266 | $595,268 |
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Separately Managed Accounts
Total SMA Asset: $136,316,266
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,491,088,715 | 36.9% |
| Cash | $2,288,561,177 | 33.9% |
| Municipal Bonds | $783,106,480 | 11.6% |
| Public Funds | $1,188,161,555 | 17.6% |
| Total | $6,750,917,927 | 100.0% |