J K R & Company, Inc.

Frederick Pieracci is a financial advisor with J K R & Company, Inc. in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at firms including NFP Retirement, Kestra Investment Services, and NFP Securities. Pieracci is also the owner and president of Cape Star Company, an insurance services business he has operated since 1977. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals and plan sponsors. The firm customizes investment strategies based on client risk tolerance and time horizon and emphasizes ongoing supervision with regular reviews.

Jay Henriksen is a financial advisor at J K R & Company, Inc. in Van Nuys, CA, holding a Series 65 designation with seven years of industry experience. Prior to joining JKR & Co. in 2018, he worked for Medtronic from 1997 to 2017. JKR & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment recommendations based on client risk tolerance and time horizon, conducts regular account monitoring and quarterly reviews, and utilizes institutional trading and custody arrangements.

John Pieracci is a financial advisor at J K R & Company, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked at J K R & Company since 2016, with prior experience at Kestra Financial Services, Inc. and Nfp Securities, Inc. Outside of his advisory role, he is involved in insurance through Contractors Benefits Service and Pieracci Insurance Agency. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment strategies based on clients’ risk tolerance and time horizon, emphasizing ongoing account supervision and regular reviews.

James Ellis is a financial advisor with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with J K R & Company since 1999. Outside of his advisory role, Ellis operates a sole proprietorship focused on term insurance sales and presentations. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes investment recommendations based on client risk tolerance and time horizon, emphasizes ongoing account supervision, and utilizes institutional trading and custody arrangements.

James Richardson is a financial advisor at J K R & Company, Inc. in Laguna Beach, CA, holding a Series 63 designation and bringing 55 years of industry experience. He has been with J K R & Company since 1979. J K R & Company provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, including high net worth clients, and plan sponsors. The firm customizes asset allocation and investment recommendations based on client risk tolerance and time horizon, conducting regular monitoring and quarterly reviews.