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Retirementadvice | Jka

● SEC registered since 2014CRD 153803SEC# 801-80313Anaheim, CA
Export (members)
Reg. AUM
$239.5M
Employees
5
Accounts
942
Location
Anaheim, CA

Retirementadvice | Jka assets under management

Retirementadvice | Jka is a registered investment adviser overseen by the SEC based in Anaheim, CA. The firm has been registered since 2014. It reports $239.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/retirementadvicejkaView on SEC.gov ↗

Retirementadvice | Jka owners & executives

1 reported
NameTitleOwnershipSince
Jack Brunson Keeter ControlPresident & Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Retirementadvice | Jka manage?

Retirementadvice | Jka reports $239.5 million in regulatory assets under management on its Form ADV.

How many employees does Retirementadvice | Jka have?

Retirementadvice | Jka reports 5 employees.

Where is Retirementadvice | Jka located?

Retirementadvice | Jka is based in Anaheim, CA and has been SEC-registered since 2014.

Does Retirementadvice | Jka disclose fund performance?

Retirementadvice | Jka is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
Phone714-779-9200
Fax714-779-9210
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239.5M
Non-discretionary$0
Total (RAUM)$239.5M