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RETIREMENTADVICE | JKA

ANAHEIM, CA · CRD 153803 · IAPD ↗ · 714-779-9200

$267.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — RETIREMENTADVICE | JKA reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.