J K R & Company, Inc.

J K R & Company, Inc. (CRD# 8040) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $129,817,516 in 382 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $339,836
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 - 5 of 5 top financial advisors.
1
Michael B. Silverberg
CRD#: 1270574
1540 S. Coast Hwy. #202, Laguna Beach, CA 92651
96
Wealthminder
score

Michael Silverberg (CRD# 1270574) is an Investment Advisor Representative working at J K R & Company, Inc. in Laguna Beach, CA and has over 26 years of experience in the finance industry. Michael Silverberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ward T. Lagow
CRD#: 2939494
1540 S. Coast Hwy. #202, Laguna Beach, CA 92651
93
Wealthminder
score

Ward Lagow (CRD# 2939494) is an Investment Advisor Representative working at J K R & Company, Inc. in Laguna Beach, CA and has over 20 years of experience in the finance industry.

3
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 30 years of experience in the finance industry.

4
Andrew L. Hahn
CRD#: 6583754
7145 Woodley Avenue, Van Nuys, CA 91406
88
Wealthminder
score

Andrew Hahn (CRD# 6583754) is an Investment Advisor Representative working at J K R & Company, Inc. in Van Nuys, CA and has over 2 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

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