JP
JP

John Pieracci

35 Years of Experience
BrokerSells Insurance

John Pieracci is a registered investment advisor at J K R & Company, INC., based in Van Nuys, CA, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
127 clients
Average Client Portfolio
$892K average
Assets Under Management
$113.3M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Each advisor sets their own fee schedule; however, in no instance will the annual investment management fee exceed 1.5% (0.375% quarterly) of a client’s assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7145 Woodley Avenue, Van Nuys, CA, 91406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved with Contractors Benefits Service, Inc. and Pieracci Insurance Agency, both insurance businesses. He dedicates about 10-20% of his time to each of these ventures.

Employment History
Current Registrations
J K R & Company, INC.
May 2020 - Present · 5 yrs 11 mos
J K R & Company, INC.Broker
May 2020 - Present · 5 yrs 11 mos
J K R & Company, INC.
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - July 2018 · 2 yrs 3 mos
Kestra Investment Services, LLCBroker
August 2014 - July 2018 · 3 yrs 11 mos
NFP Advisor Services, LLC
August 2014 - September 2016 · 2 yrs 1 mo
Financial Telesis, INC.
October 2008 - August 2014 · 5 yrs 10 mos
Financial Telesis INCBroker
October 2008 - August 2014 · 5 yrs 10 mos
J K R & Company, INC.
February 2007 - October 2008 · 1 yr 8 mos
J K R & Company, INC.Broker
April 1999 - October 2008 · 9 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
March 1993 - April 1999 · 6 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
March 1993 - April 1999 · 6 yrs 1 mo
Programmed Equities CorporationBroker
April 1992 - December 1992 · 8 mos
Mutual Service CorporationBroker
October 1988 - December 1991 · 3 yrs 2 mos
State Registrations3 states
AZCAID
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Pieracci - Financial Advisor | TrueAdvisor