J K R & Company, Inc.

Overview

J K R & Company, Inc. is organized as a corporation operating as an independent broker-dealer that also holds an insurance broker license. The firm serves individual and family clients with financial planning and portfolio management for individuals and small businesses. Its revenue model includes asset-based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices