Laguna Niguel, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
J K R & Company, Inc.
Team
Firm-wide stats for J K R & Company, Inc.
About
JKR & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. Like many team firms, it offers ongoing portfolio management and written financial plans and generally charges advisory fees based on assets under management.
As a registered investment adviser JKR serves as a fiduciary and typically delivers customized, often discretionary, portfolios with continuous monitoring and periodic (at least quarterly) account reviews; the firm reported $152,415,717 in discretionary assets under management and approximately $188,780,846 in retirement plan assets under advisement. Client assets are custodied at independent broker-dealers (Pershing or Schwab) and the firm implements IPS-driven asset allocation, rebalancing, and periodic performance reporting.
Operationally JKR is dually registered as a broker-dealer that clears through Pershing and is licensed to sell insurance products, and certain advisory personnel maintain insurance licenses — arrangements the firm discloses as potential conflicts of interest because the broker-dealer receives portions of ticket charges and may collect 12b‑1 fees. Its combination of RIA advisory services, continuing broker‑dealer activity, insurance product licensing, and a reported FINRA enforcement matter related to AML controls are distinctive features prospective clients should consider.
Based on J K R & Company, Inc.
Expertise
Based on J K R & Company, Inc.
Location
Laguna Niguel CA
Advisors at this office
2
Advisors at this office
Frederick P
Series 63, Series 65
Laguna Niguel, CA
J K R & Company, Inc.
Frederick Pieracci is a financial advisor with J K R & Company, Inc. in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at NFP Retirement, Kestra Investment Services, and has been the owner and president of Cape Star Company, an insurance services firm, since 1977. J K R & Company provides investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm offers customized, discretionary portfolios with ongoing monitoring and quarterly reviews, managing significant discretionary and retirement plan assets.
John P
Series 63
Laguna Niguel, CA
J K R & Company, Inc.
John Pieracci is a financial advisor at J K R & Company, Inc. with 36 years of industry experience. He has worked at J K R & Co. since 2016 and has operated his own insurance services businesses since 1984. His other business activities include managing insurance agencies focused on providing contractor-related benefits. J K R & Company, Inc. offers investment management, financial planning, and retirement plan services to individuals, high net worth clients, and plan sponsors. The firm delivers customized, often discretionary portfolios with continuous monitoring and quarterly reviews.
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