A complete list of active advisors currently associated with J K R & Company, Inc.

Warmer can help you find a great advisor at J K R & Company, Inc. or one who fits your needs even better.

JKR & Company operates as a team investment adviser and broker‑dealer serving individuals (including high‑net‑worth clients) and retirement plan sponsors, offering discretionary portfolio management, written financial planning, and retirement plan consulting. The firm reports roughly $136 million in assets under management and advises on approximately $179 million in retirement plan assets. Advisers customize portfolios to clients’ risk tolerances and time horizons, provide ongoing monitoring and rebalancing, and deliver regular performance reporting; client assets are held at independent custodians such as Pershing and Schwab. The firm also supports plan sponsors with IPS development, optioned investment lineups, vendor oversight, and can provide standalone or integrated financial planning engagements. JKR’s structure is distinctive for a team firm because it operates dually as an RIA and a FINRA‑member broker‑dealer, and its advisers are licensed to sell insurance products, so some personnel may implement recommendations in a separate, commissionable capacity — a conflict the firm discloses. The firm maintains multiple branch offices and its brochure discloses past FINRA matters related to broker‑dealer compliance (AML and discretionary trading), which are described in its regulatory disclosures.

To learn more about the advisors currently working at J K R & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.