(818) 806-6310
(818) 806-6310
High Net
Worth
Families:
Your
Personal
Wealth
Advisor
Our financial advisors
are focused on serving you,
not finding other clients.
Schedule a free financial consultation
High Net Worth
Families:
Your Personal
Wealth Advisor
Our financial advisors
are focused on serving you,
not finding other clients.
Schedule a free financial consultation
An Experienced Financial Advisor Dedicated to Your Needs
At JKR we offer recommendations on a wide variety of investments to match every individual’s objectives and suitability. We go over everyone’s personal circumstances to ensure that the investments you purchase are tailored to your needs.
Meet Your Advisor
Jamie Ellis, President of JKR Company, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience.
“Our job is to help you succeed in your specific financial goals. Our entire focus is on what you want to accomplish, and finding the best ways to make that happen. That could mean financial security in retirement, not running out of money, or maintaining your current lifestyle.”
Our Services
Financial Planning
Investment Planning
Estate Planning
Employer Sponsored Plans
Life & Disability Insurance
JKR Co.
7145 Woodley Avenue
Van Nuys, CA 91406 USA
1540 South Coast Hwy. #202
Laguna Beach, CA 92651
Voice: (818) 806-6310
Email: info@JKRCo.com
JKR & Company (“JKR”) is a broker-dealer registered with the SEC and member FINRA and SIPC, and a state-registered investment adviser. Check us out on BrokerCheck. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
See our Customer Relationship Summary as a Registered Investment Advisor
See our Customer Relationship Summary as Broker/Dealer
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