Frederick Pieracci is a financial advisor with J K R & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at firms including NFP Retirement, Kestra Investment Services, and has owned Cape Star Company, where he serves as president, focusing on life insurance products and non-qualified deferred compensation. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in assets and advising on about $179 million in retirement plan assets.

Jay Henriksen is a Series 65-licensed financial advisor with J K R & Company, Inc. in Van Nuys, CA, where he has worked since 2018. He has eight years of industry experience and previously spent 20 years at Medtronic. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

John Pieracci is a financial advisor with J K R & Company, Inc., holding a Series 63 designation and bringing 36 years of industry experience. He has been with J K R & Company since 2016 and also operates two insurance-related businesses. J K R & Company functions as a team-based investment adviser and broker-dealer, serving individuals, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting services.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with J K R & Company since 1999. Outside of his advisory role, Ellis operates a sole proprietorship focused on term insurance sales and presentations. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment recommendations based on client risk tolerance and time horizon, emphasizes ongoing account supervision, and utilizes institutional trading and custody arrangements.

James Richardson is a financial advisor at J K R & Company, Inc. in Laguna Beach, CA, holding a Series 63 designation and bringing 55 years of industry experience. He has been with J K R & Company since 1979. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes asset allocation and investment recommendations based on client risk tolerance and time horizon, conducting regular monitoring and quarterly reviews.