A complete list of active advisors currently associated with JK PWA LLC

Warmer can help you find a great advisor at JK PWA LLC or one who fits your needs even better.

The firm provides fee-based investment advisory and portfolio management to individual and high-net-worth clients, overseeing roughly $13.2 million across about 50 client relationships and generally imposing no account minimums. Services are delivered through custom, non-wrap portfolio management with advice across equities, fixed income, mutual funds, ETFs and options. The advisor follows a tactical allocation strategy aimed at reducing risk and seeking improved performance, applying fundamental, technical and cyclical analysis and employing both long- and short-term trades as appropriate. Accounts are managed primarily on a non-discretionary basis, meaning the firm typically recommends transactions and seeks client approval rather than trading at its own discretion. Notable differences from many independent peers include the firm’s almost exclusive non-discretionary asset base, reflecting a client-driven trade-approval model that is statistically uncommon for this category. The principal also holds insurance licenses and may offer insurance products for separate commission compensation, the firm does not vote client proxies, and it does not take custody of client assets except to deduct authorized advisory fees.

To learn more about the advisors currently working at JK PWA LLC, 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.