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J K R & Company, Inc. CRD 8040
$136M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7145 Woodley Avenue, Van Nuys, CA 91406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2000-03-03 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J K R & Company, Inc. | Laguna Beach | CA | 07/1999 | Present |
RETIREMENT PLANNING ASSOC. IS A SOLE PROPRIETORSHIP THAT SELLS TERM INSURANCE AND PERFORM PRESENTATIONS. THE BUSINESS IS NOT INVESTMENT RELATED AND IS PERFORMED FROM LA QUINTA, CA. THE BUSINESS STARTED IN 1999 AND I SPEND A COUPLE HOURS PER WEEK IN THE BUSINESS, NONE OF WHICH IS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-16 |
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