Van Nuys, CA – JKR Company, a financial services firm in Van Nuys, CA, is offering fee for service financial planning and management.
JKR Company offers investment planning and management, as well as setting up pension and retirement plans, and 401k and Roth accounts.
Jamie Ellis, President of JKR Company stated “Financial Planners are sometimes paid by commission if they sell certain investments, which is an inherent conflict of interest. This is why we offer fee for service planning. By taking a small percentage of overall managed assets (1.5% or less) you will have peace of mind that your financial planner is recommending investment products that work to increase your returns. When talking to any advisor, it is important to ask about the services they are providing along with how they are compensated.”
“A large part of a financial advisor’s job is to help people gain an understanding of what’s happening to their money when they invest it. A good financial advisor should provide quality estimates or projections of what they believe your money will gain if invested a certain way. We endeavor to help you better understand your retirement and give an understanding what it takes to save, invest and accumulate wealth. If there are any questions you have, we are always available to assist you,” concluded Ellis.
JKR Company is based in Van Nuys, California, and has clients all across the U.S. JKR was founded in 1979 by J. Kemp Richards, who is still advisor to the company. J. Kemp Richardson, former president and owner, has been in investment business since April 1969. He graduated from USC in 1968 with a B.S. in Finance. He started with Eastman Dillon and was with the major securities firms until starting JKR in 1979.
Current company President Jamie Ellis has been a financial advisor with JKR for 27 years, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience.
JKR 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. For more information on JKR services, call (818) 781-7721 or go to https://jkrco.com.
JKR Company is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC. This material is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy.
JKR Company
7145 Woodley Avenue
Van Nuys, CA 91406 USA
Voice: (818) 781-7721
Fax: (818) 787-2232
Email: info@JKRCo.com