Van Nuys, CA Office

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.

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.