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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KOCH, TIMOTHY, THOMAS | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KEETER, JACK, BRUNSON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL IN LA MI NC NM OK OR SC TN TX
Address
1251 N. MANASSERO ST.SUITE #405A
ANAHEIM, CA 92807
United States
Phone: 714-779-9200