Retirementadvice | Jka
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,504,234
Clients
250
Advisors
4
of 4 employees
About
RetirementAdvice | JKA provides asset management, financial planning and consulting, and retirement plan consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans. The firm manages discretionary portfolios comprised of individual stocks and bonds, ETFs, mutual funds and other public and private investments, and also prepares written financial plans and consultations across areas such as retirement, estate, tax and education planning.
The firm emphasizes continuous, individualized account supervision with at least quarterly reviews and rebalancing, and allows clients to place reasonable restrictions on portfolios. Its investment process combines fundamental, technical and cyclical analysis, uses both long‑ and short‑term strategies, and may incorporate third‑party managers (including a relationship with Zacks Investment Management), REITs and other alternative investments when appropriate.
Compared with many peer team firms, JKA is also registered as an insurance agency and its investment adviser representatives are licensed insurance agents who may recommend insurance products and receive commissions, a relationship the brochure discloses as a potential conflict of interest and says is managed through its Code of Ethics. The firm also offers business‑oriented planning services—such as corporate structure advice, cost segregation studies, and lines‑of‑credit evaluation—and provides retirement‑plan consulting under an ERISA fiduciary framework; it generally requires a minimum account size for its asset management service.
Client services
Expertise
Fee options
Flat fees generally range from $750 to $5,000 for financial planning and consulting
$0.00 - $99,999: 1.99% $100,000 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
$500 per hour for financial advisors; $75 per hour for administrative time
Account minimum: $250,000 Minimum fee: Minimum fee of $750 for written financial plans Fee-only: Financial planning and consulting billed hourly ($500/hr for advisors, $75/hr admin) or flat fee ($750-$5,000)
Main office
1251 North Manassero Street
Anaheim CA 92807
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Oregon · Texas
Also doing business as
Dc Capital Management · Durso Capital Management · Jack Keeter & Associates, Inc. · Jka Insurance Agency · Retirementadvice | Jka
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph R
Series 65
Anaheim, CA
Retirementadvice | Jka
Joseph Ramirez is a financial advisor at Retirementadvice | Jka with a Series 65 credential and no prior industry experience. He joined the firm in 2024 after completing ten years as a student. Outside of his advisory role, he assists with clerical tasks at a tax preparation firm on a limited basis. Retirementadvice | JKA serves individuals, high-net-worth clients, and employer retirement-plan sponsors by providing asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios and offers consulting services, employing a combination of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.
Jack K
Series 63, Series 65
Anaheim, CA
Retirementadvice | Jka
Jack Keeter is a financial advisor with RetirementAdvice | JKA in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at LPL Financial from 1999 to 2011 and Keeter Payne Capital Management in 2014. Outside of advisory work, he serves as a trustee of the Keeter Family Trust and provides bookkeeping and tax-related services through Tax Advice | JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis and incorporates various investment vehicles while providing continuous, individualized account supervision.
Kyle D
Series 65
Anaheim, CA
Retirementadvice | Jka
Kyle Davis is a financial advisor at Retirementadvice | Jka with a Series 65 credential and four years of industry experience. He has previously worked at Wells Fargo Bank and has been with Jack Keeter & Associates since 2018. In addition to his advisory role, he provides bookkeeping services through a tax advice business connected to the firm. Retirementadvice | Jka serves individuals, high-net-worth clients, and employer retirement-plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with regular account supervision and quarterly portfolio reviews.
Eric D
Series 65
Anaheim, CA
Retirementadvice | Jka
Eric Domingues is a financial advisor with Retirementadvice | Jka in Anaheim, CA, holding a Series 65 designation and 15 years of industry experience. He has been with Jack Keeter & Associates, Inc. since 2007. In addition to advisory services, he provides bookkeeping through a tax advice business affiliated with JKA. RetirementAdvice | JKA offers asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages discretionary portfolios with a combination of fundamental, technical, and cyclical analysis and provides ongoing account supervision with periodic reviews and rebalancing.
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