Overview
Assets Under Management: $240 million
Headquarters: ANAHEIM, CA
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Frequently Asked Questions
RETIREMENTADVICE | JKA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153803), RETIREMENTADVICE | JKA is subject to fiduciary duty under federal law.
RETIREMENTADVICE | JKA is headquartered in ANAHEIM, CA.
RETIREMENTADVICE | JKA serves 39 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENTADVICE | JKA offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RETIREMENTADVICE | JKA manages $240 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, RETIREMENTADVICE | JKA serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.87
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 942
Discretionary Accounts: 942
Regulatory Filings
CRD Number: 153803
Last Filing Date: 2025-02-24 00:00:00
Website: https://jackkeeter.com