A complete list of active advisors currently associated with Retirementadvice | Jka

Warmer can help you find a great advisor at Retirementadvice | Jka or one who fits your needs even better.

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.

To learn more about the advisors currently working at Retirementadvice | Jka, 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.