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RETIREMENTADVICE | JKA

1251 N. Manassero St.
Suite #405a
Anaheim, California 92807
Tel: 714-779-9200

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About RETIREMENTADVICE | JKA

RETIREMENTADVICE | JKA, formally registered with the SEC as RETIREMENTADVICE | JKA. The firm was established in 09/18/2014. They have over 1 offices throughout the country.

RETIREMENTADVICE | JKA is a Anaheim, California based Financial Planning firm with nearly $239,505,676 assets under management, offering retirement planning & investment advisory services to 942 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153803
SEC#801-80313
Assets Managed by Firm$239,505,676
No. of Clients942
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total942$239,505,676
Individuals (other than high net worth individuals)193$82,138,521
High net worth individuals39$155,376,086
Pension and profit sharing plans10$1,991,069

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