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firm profile

Retirementadvice | JKA

RIA Anaheim, CA CRD 153803 Last verified October 2026

Overview

Retirementadvice | JKA is an SEC registered investment adviser based in Anaheim, CA, registered since 2014. It reports $267M in assets under management across 987 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM
$267M
Discretionary
100%
Accounts
987
Average account
$271K
Employees
4
Advisory reps
4
Registered since
2014
Jurisdictions
6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Selection of Other Advisors
Client types
  • Charities and Non-Profits
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 4

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters
1251 N Manassero St Ste 405A
Anaheim, CA 92807
County
Orange
Metro area
Los Angeles-Long Beach-Anaheim, CA
Region
West

Registrations

  • SEC registered
  • Registered in 6 jurisdictions
  • Website: jackkeeter.com

Every state, with registration dates

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