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Retirementadvice | Jka

● SEC registered since 2014CRD 153803SEC# 801-80313Anaheim, CA
Export (members)
Reg. AUM
$267.3M
Employees
4
Accounts
987
Location
Anaheim, CA

Retirementadvice | Jka assets under management

Retirementadvice | Jka is a registered investment adviser overseen by the SEC based in Anaheim, CA. The firm has been registered since 2014. It reports $267.3 million in regulatory assets under management and employs 4 people.

Retirementadvice | Jka owners & executives

2 reported
NameTitleOwnershipSince
Eric S DominguesChief Compliance OfficerUnder 5%2026
Jack Brunson Keeter ControlPresidentOver 75%2011

Frequently asked questions

How much does Retirementadvice | Jka manage?

Retirementadvice | Jka reports $267.3 million in regulatory assets under management on its Form ADV.

How many employees does Retirementadvice | Jka have?

Retirementadvice | Jka reports 4 employees.

Where is Retirementadvice | Jka located?

Retirementadvice | Jka is based in Anaheim, CA and has been SEC-registered since 2014.

Does Retirementadvice | Jka disclose fund performance?

Retirementadvice | Jka is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
Phone714-779-9200
Fax714-779-9210
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$267.3M▲ 12%
Feb '25 — $239.5MMar '25 — $239.5MApr '25 — $239.5MMay '25 — $239.5MJun '25 — $239.5MJul '25 — $239.5MAug '25 — $239.5MSep '25 — $239.5MOct '25 — $239.5MNov '25 — $239.5MDec '25 — $239.5MJan '26 — $239.5MFeb '26 — $239.5MMar '26 — $267.3MApr '26 — $267.3MMay '26 — $267.3MJun '26 — $267.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$267.3Mregulatory AUM
Discretionary $267.3M