Retirementadvice | Jka provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Retirementadvice | Jka reports 256 clients. They include 195 individual clients, 55 high-net-worth individuals and 6 charitable organizations. Of its assets, 100.0% ($267M across 987 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 31% |
| High-net-worth individuals | 21% | 69% |
| Charitable organizations | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 195 | $81.7M | 30.5% | $419K |
| High-net-worth individuals | 55 | $184M | 68.8% | $3.34M |
| Charitable organizations | 6 | $1.83M | 0.7% | $305K |
| Total | 256 | $267M | 100% | $1.04M |
- Clients
- 195
- Regulatory AUM
- $81.7M
- AUM share
- 30.5%
- Avg. per client
- $419K
- Clients
- 55
- Regulatory AUM
- $184M
- AUM share
- 68.8%
- Avg. per client
- $3.34M
- Clients
- 6
- Regulatory AUM
- $1.83M
- AUM share
- 0.7%
- Avg. per client
- $305K
Total
- Clients
- 256
- Regulatory AUM
- $267M
- AUM share
- 100%
- Avg. per client
- $1.04M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Retirementadvice | Jka charges 1.00%–1.99% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are billed hourly at $500 for financial advisors and $75 for administrative time, or as flat fees generally from $750 to $5,000.
- Retirement plan consulting
- Retirement plan consulting is billed as a percentage of plan assets under management, not to exceed 1.99%, set case by case.
Jack Keeter owns 75% or more of Retirementadvice | Jka. The leadership team of Retirementadvice | Jka includes President Jack Keeter and Chief Compliance Officer Eric Domingues. It has 4 employees.
Leadership
- Jack KeeterPresident
- Eric DominguesChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Kyle Davis
- Eric S Domingues
- Jack Brunson Keeter
- Joseph Daniel Ramirez
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- Owns 75% or more of Retirementadvice | Jka
Jack Keeter
Control person · since May 2011
Retirementadvice | Jka’s regulatory assets grew 2.2× from $119M (January 2021) to $267M (March 2026); clients fell from 299 to 256 and employees from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $267M | 256 | 4 | 1 |
| February 2025 | $240M | 242 | 5 | 1 |
| March 2024 | $201M | 256 | 5 | 1 |
| May 2023 | $178M | 269 | 5 | 1 |
| March 2022 | $195M | 309 | 7 | 1 |
| January 2021 | $119M | 299 | 6 | 1 |
Besides its headquarters, Retirementadvice | Jka has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1251 N. Manassero St., Suite #405a, AnaheimHQ
Other business names
Retirementadvice | Jka has reported 2 other business names to the SEC.
- Jack Keeter & Associates, Inc.
- Jka Insurance Agency
Contact and registration details
- Legal name
- Retirementadvice | Jka
- Headquarters
- 1251 N. Manassero St., Suite #405a, Anaheim, CA 92807
- Website
- Not reported
- Phone
- 714-779-9200
- SEC file
- 801-80313
- Founded
- 2011
- Structure
- California corporation
- Fiscal year end
- December
Retirementadvice | Jka uses Charles Schwab ($180M) as custodian for its separately managed accounts. Retirementadvice | Jka has custody of $80.5M in client assets for 174 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $180M100%
At year end, Retirementadvice | Jka’s separately managed accounts were largely in stocks (44%) and bonds (12%).
What the accounts hold
- Stocks44%
- Funds1%
- Bonds12%
- State and local bonds8%
- Investment grade corporate bonds4%
- Cash7%
- Other36%
- 1031 exchanges & real estate36%
How many clients does Retirementadvice | Jka have?
Retirementadvice | Jka has 256 clients and manages $267 million for them, as of March 2026. They include 195 individual clients, 55 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Retirementadvice | Jka offer?
Retirementadvice | Jka provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Retirementadvice | Jka charge?
Retirementadvice | Jka charges 1.00%–1.99% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Source: FORM ADV 2A, filed 18 March 2026
Which custodians does Retirementadvice | Jka use?
Retirementadvice | Jka’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $180M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Retirementadvice | Jka have?
Retirementadvice | Jka has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Retirementadvice | Jka invest in?
At the end of its last fiscal year, Retirementadvice | Jka’s separately managed accounts held 44% exchange-traded equities, 36% other, 8% state and local bonds, 7% cash and equivalents, 4% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). The 36% other category is described as: 1031 Exchanges & Real Estate.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Retirementadvice | Jka?
Retirementadvice | Jka’s direct owner is Jack Keeter (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Retirementadvice | Jka get paid?
Retirementadvice | Jka is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Retirementadvice | Jka registered with the SEC?
Yes, Retirementadvice | Jka has been registered with the SEC as an investment adviser since 18 September 2014. Its CRD number is 153803 and its SEC file number is 801-80313.
Source: Form ADV Part 1A, Item 1, filed 18 March 2026; IAPD firm record
How do I contact Retirementadvice | Jka?
Retirementadvice | Jka’s main office is at 1251 N. Manassero St., Suite #405a, Anaheim, CA 92807. Its phone number is 714-779-9200.