J K R & Company, Inc.

J K R & Company, Inc. (CRD# 8040) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $129,194,546 in 419 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $308,340
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at J K R & Company, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Ward T. Lagow
CRD#: 2939494
1043 Broncho Road, Pebble Beach, CA 93953
93
Wealthminder
score

Ward Lagow (CRD# 2939494) is an Investment Advisor Representative working at J K R & Company, Inc. in Pebble Beach, CA and has over 18 years of experience in the finance industry.

2
James K. Richardson
CRD#: 375759
1540 S. Coast Hwy. #202, Laguna Beach, CA 92651
93
Wealthminder
score

James Richardson (CRD# 375759) is an Investment Advisor Representative working at J K R & Company, Inc. in Laguna Beach, CA and has over 28 years of experience in the finance industry.

3
Andrew L. Hahn
CRD#: 6583754
7145 Woodley Avenue, Van Nuys, CA 91406
87
Wealthminder
score

Andrew Hahn (CRD# 6583754) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has 1 year of experience in the finance industry.

4
James A. Ellis
CRD#: 2395774
7145 Woodley Avenue, Van Nuys, CA 91406
63
Wealthminder
score

James Ellis (CRD# 2395774) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.