J K R & Company, Inc.

Overview

Independent broker-dealer and RIA founded 1979 by J. Kemp Richardson (previously in the investment business since 1969). Full-service securities brokerage clearing through Pershing LLC; also holds an insurance broker license. ~$136M AUM, 5 employees.

Key Facts

Type

Broker-Dealer / Trading Execution

Specialization

Retail brokerage, financial planning and portfolio management for individuals, families, and small businesses

Category

Market Facilitator