RETIREMENTADVICE | JKA
CRD #153803 SEC #801-80313 ANAHEIM, CA 714-779-9200
SEC Registered
Total AUM
$239.5M
Discretionary
$239.5M
Employees
5
Clients
10
Accounts
942
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $239.5M | $239.5M | $0 | 5 | 1 |
| Mar 2024 | $201.5M | $201.5M | $0 | 5 | 0 |
| Mar 2024 | $201.5M | $201.5M | $0 | 5 | 0 |
| May 2023 | $177.5M | $177.5M | $0 | 5 | 0 |
| Apr 2023 | $177.5M | $177.5M | $0 | 5 | 0 |
| Mar 2023 | $177.5M | $177.5M | $0 | 5 | 0 |
| Mar 2022 | $195.2M | $193.5M | $1.6M | 7 | 2 |
| Jan 2021 | $119.3M | $106.3M | $13M | 6 | 17 |
| Dec 2020 | $115.8M | $111.4M | $4.4M | 6 | 2 |
| Oct 2020 | $115.8M | $111.4M | $4.4M | 6 | 2 |
| Jun 2020 | $115.8M | $111.4M | $4.4M | 6 | 2 |
| May 2020 | $115.8M | $111.4M | $4.4M | 6 | 2 |
| Mar 2020 | $115.8M | $111.4M | $4.4M | 6 | 2 |
| Jan 2020 | $127.1M | $123.4M | $3.7M | 8 | 2 |
| Oct 2019 | $127.1M | $123.4M | $3.7M | 8 | 2 |
| Aug 2019 | $127.1M | $123.4M | $3.7M | 8 | 2 |
| Mar 2019 | $127.1M | $123.4M | $3.7M | 8 | 2 |
| Mar 2018 | $133.1M | $130.9M | $2.2M | 10 | 0 |
| Oct 2017 | $122.3M | $122.3M | $0 | 11 | 1 |
| Oct 2017 | $122.3M | $122.3M | $0 | 11 | 1 |
| Oct 2017 | $122.3M | $122.3M | $0 | 11 | 1 |
| Mar 2017 | $138.6M | $107.9M | $30.8M | 13 | 300 |
| Dec 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Nov 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Aug 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Jun 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| May 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Apr 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Mar 2016 | $96.4M | $96.4M | $0 | 6 | 300 |
| Dec 2015 | $96.4M | $96.4M | $0 | 7 | 476 |
| Nov 2015 | $96.4M | $96.4M | $0 | 7 | 476 |
| Sep 2015 | $96.4M | $96.4M | $0 | 7 | 476 |
| Mar 2015 | $96.4M | $96.4M | $0 | 7 | 476 |
| Oct 2014 | $100M | $100M | $0 | 6 | 374 |
| Sep 2014 | $100M | $100M | $0 | 6 | 374 |
| Apr 2012 | $34.8M | $34.8M | $0 | 1 | 200 |
| Mar 2012 | $34.8M | $34.8M | $0 | 1 | 200 |
| Feb 2012 | $34.8M | $34.8M | $0 | 1 | 200 |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$177.5M
Discretionary$177.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$195.2M
Discretionary$193.5M
Non-Disc.$1.6M
Employees7
Clients2
DateJan 2021
Total AUM$119.3M
Discretionary$106.3M
Non-Disc.$13M
Employees6
Clients17
DateDec 2020
Total AUM$115.8M
Discretionary$111.4M
Non-Disc.$4.4M
Employees6
Clients2
DateOct 2020
Total AUM$115.8M
Discretionary$111.4M
Non-Disc.$4.4M
Employees6
Clients2
DateJun 2020
Total AUM$115.8M
Discretionary$111.4M
Non-Disc.$4.4M
Employees6
Clients2
DateMay 2020
Total AUM$115.8M
Discretionary$111.4M
Non-Disc.$4.4M
Employees6
Clients2
DateMar 2020
Total AUM$115.8M
Discretionary$111.4M
Non-Disc.$4.4M
Employees6
Clients2
DateJan 2020
Total AUM$127.1M
Discretionary$123.4M
Non-Disc.$3.7M
Employees8
Clients2
DateOct 2019
Total AUM$127.1M
Discretionary$123.4M
Non-Disc.$3.7M
Employees8
Clients2
DateAug 2019
Total AUM$127.1M
Discretionary$123.4M
Non-Disc.$3.7M
Employees8
Clients2
DateMar 2019
Total AUM$127.1M
Discretionary$123.4M
Non-Disc.$3.7M
Employees8
Clients2
DateMar 2018
Total AUM$133.1M
Discretionary$130.9M
Non-Disc.$2.2M
Employees10
Clients0
DateOct 2017
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees11
Clients1
DateOct 2017
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees11
Clients1
DateOct 2017
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2017
Total AUM$138.6M
Discretionary$107.9M
Non-Disc.$30.8M
Employees13
Clients300
DateDec 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateNov 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateAug 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateJun 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateMay 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateApr 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees6
Clients300
DateDec 2015
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees7
Clients476
DateNov 2015
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees7
Clients476
DateSep 2015
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees7
Clients476
DateMar 2015
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees7
Clients476
DateOct 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients374
DateSep 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients374
DateApr 2012
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--