J K R & Company, Inc.

Broker-DealerFINRA Member

Total AUM

$152M

Discretionary

$152M

100% of AUM

Accounts

229

Employees

7

Advisory reps

5

Brokerage reps

4

Firm details

Headquarters: Van Nuys, California
CRD number: 8040
Registered since: May 26, 2026
Website: jkrco.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.14%
Individuals31.86%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J K R & Company, Inc. is an independent broker-dealer and insurance broker that also provides advisory services aimed at individual and family clients. The firm is SEC-registered (registered in 2026) and is owned by an individual principal. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
Cash & Cash Equivalents12%
State & Local Bonds8%
Public Funds/Mutual Funds4%

Contacts

3 of 5

Jay Henriksen
Principal & Investment AdvisorCRD 7009324
James Richardson
Financial Advisor and Registered RepresentativeCRD 375759
Frederick Pieracci
Registered RepresentativeCRD 725725

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Van Nuys, CA

Los Angeles

Location

Van Nuys, CA

Headquartered in Van Nuys, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 7145 Woodley Ave
Time zone: PT (UTC-8)
Office locations

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