William Jurika, financial advisor Oakland CA

William Jurika

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William K. Jurika
Phone Number: (415) 677-5430
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $1,148,153
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MA, NH, NY

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