Karl Mills (CRD# 2040384) is the president and founder of Jurika, Mills & Keifer, LLC, an independent investment advisor and wealth management firm based in San Francisco, California.
Jurika, Mills & Keifer provides sophisticated wealth management, planning and advisory services to a limited number of individuals and families. We combine a forward-looking view of the world with a deep understanding of our client's goals to build and preserve wealth over time. Over the years, we have developed a reputation for independent thinking, practical judgement, and close relationships with our clients.
Mr. Mills leads the firm;'s investment and portfolio management activities. With almost 30 years of experience in the investment industry, he is well known for his broad and insightful perspective on the investment markets and industry. His investment commentaries are widely read and he is frequently profiled and quoted in the financial press. Mr. Mills is also an avid supporter of the arts and serves as Vice Chair of the San Francisco Opera. He is also a Trustee Emeritus of Bates College.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | New York, NY | May 2023 - Current | < 1 |
| Jurika, Mills & Keifer, LLC | Lafayette, CA | Jun 2003 - Apr 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1990 |
- CA
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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