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Employer firm

J K R & Company, Inc. CRD 8040

$136M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
J K R & Company, Inc.

7145 Woodley Avenue, Van Nuys, CA 91406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

7145 Woodley Avenue, Van Nuys, CA 91406 • United States

7145 Woodley Ave, Van Nuys, CA 91406 • UNITED STATES

Laguna Niguel, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Contractors Benefits Service-Dba Van Nuys CA 01/1997 Present
John Pieracci Insurance Service Sherman Oak CA 01/1984 Present
Kestra Financial Services, Inc Austin TX 04/2016 07/2018
J K R & Co. Van Nuys CA 09/2019 Present
J K R & Co. Van Nuys CA 05/2020 Present
  • 01/1997 → Present
    Contractors Benefits Service-Dba
    Van Nuys, CA
  • 01/1984 → Present
    John Pieracci Insurance Service
    Sherman Oak, CA
  • 04/2016 → 07/2018
    Kestra Financial Services, Inc
    Austin, TX
  • 09/2019 → Present
    J K R & Co.
    Van Nuys, CA
  • 05/2020 → Present
    J K R & Co.
    Van Nuys, CA
Previous Registrations
  • 2016-04-21 → 2018-07-17
    Castaic, CA
  • 2014-08-26 → 2016-09-22
    Kestra Investment Services, Llc
    Castaic, CA
    Castaic, CA
    Austin, TX
  • 2008-10-17 → 2014-08-27
    Financial Telesis Inc
    San Rafael, CA
    Castaic, CA
  • 2007-02-15 → 2008-10-15
    Santa Clarita, CA
    Valencia, CA
Other Businesses

Business Name: Contractors Benefits Service, Inc. DBA: Corporate Benefits Service Investment Related: Yes Address: 30415 Remington Rd. Castaic CA 91384 Nature of Business: Insurance Hours per month: 11% - 20% (17 - 32 hours) Business Name: Pieracci Insurance Agency Investment Related: Yes Address: 30415 Remington Road Castaic CA 91384 Nature of Business: Insurance Hours per month: 11% - 20% (17 - 32 hours)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2021-12-13
Other Names
  • John Frederick Pieracci

View on SEC IAPD

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