# Retirementadvice | JKA

> Retirementadvice | JKA is an SEC-registered investment advisory firm in Anaheim, CA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 153803
- Filed as: RETIREMENTADVICE | JKA
- Also doing business as: JACK KEETER & ASSOCIATES, INC., JKA INSURANCE AGENCY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Anaheim, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153803
- AdvisorCensus page: https://advisorcensus.com/firm/retirementadvice-jka-anaheim-ca-153803

## Quick answers

**How is Retirementadvice | JKA compensated?**
On its Form ADV (Item 5.E, October 2026), Retirementadvice | JKA reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Retirementadvice | JKA charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $500 an hour (financial advisors); Flat fee: $750 to $5,000 (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Retirementadvice | JKA located?**
Retirementadvice | JKA's principal office is in Anaheim, CA, according to its Form ADV.

**Is Retirementadvice | JKA registered with the SEC or a state?**
Retirementadvice | JKA is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153803.

**How much does Retirementadvice | JKA manage?**
Retirementadvice | JKA reports $267,334,728 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Retirementadvice | JKA's assets and staff changed since 2021?**
In the Form ADV data for Retirementadvice | JKA: Regulatory assets under management: $119,311,115 in the October 2021 data and $267,334,728 in the October 2026 data, up 124%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirementadvice | JKA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (55); charitable organizations (6).

**Which custodians does Retirementadvice | JKA use?**
Retirementadvice | JKA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Retirementadvice | JKA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153803

**What changed in Retirementadvice | JKA's recent Form ADV filings?**
In the April 2026 filing data: Added the business name JKA Insurance Agency. Regulatory assets under management went from $239,505,676 to $267,334,728 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $500 an hour (financial advisors)

> Our hourly fees are $500 for financial advisors and $75 for administrative time.

- Flat fee: $750 to $5,000 (financial planning or consulting services)

> Our hourly fees are $500 for financial advisors and $75 for administrative time. Flat fees ge nerally range from $ 750 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $267,334,728
- Discretionary: $267,334,728
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $81,664,435 |
| High net worth individuals | 55 | $183,839,799 |
| Charitable organizations | 6 | $1,830,494 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jackkeeter.com
- Facebook @RETIREMENTADVICEJKA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,311,115 | 6 | January 15, 2021 |
| October 2022 | $195,170,716 | 7 | March 2, 2022 |
| October 2023 | $177,513,665 | 5 | May 23, 2023 |
| October 2024 | $201,483,493 | 5 | March 4, 2024 |
| October 2025 | $239,505,676 | 5 | February 24, 2025 |
| October 2026 | $267,334,728 | 4 | March 18, 2026 |

Regulatory assets under management: $119,311,115 in the October 2021 data and $267,334,728 in the October 2026 data, up 124%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name JKA Insurance Agency.
- Regulatory assets under management went from $239,505,676 to $267,334,728 (+12%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirementadvice | JKA (CRD 153803): Form ADV filing data as of October 2026.