William JurikaCRD Number: 262774
Current Firm: Jurika, Mills & Keifer, LLC
William Jurika (CRD# 262774) is an Investment Advisor Representative working at Jurika, Mills & Keifer, LLC in Oakland, CA and has over 30 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Jurika, Mills & Keifer, LLC||Oakland, CA||Feb 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Aug 1991|
Total Assets Under Management300MILLIONS
Total Number of Accounts261ACCOUNTS
Average Account Value$1,148,153
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MA, NH, NY
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