Other Information

Important Disclosures

Opinions expressed on this website are those of Jurika, Mills & Keifer, LLC, and are subject to change. Communication on this website is neither an offer to sell nor the solicitation of an offer to buy a security or advisory services, which can only be made by the appropriate offering document. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Code of Ethics

Jurika, Mills & Keifer’s Code of Ethics is designed to comply with Rule 204A-1 under the Investment Advisers Act of 1940 (“Advisers Act”). This Code establishes rules of conduct for all firm employees and is designed to, among other things, govern personal securities trading activities in the accounts of employees. View JMK’s Code of Ethics

Form ADV

Jurika, Mills & Keifer’s Form ADV Part 2A brochure provides information about the qualifications and business practices of the firm. Additional information about Jurika, Mills and Keifer, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. View JMK’s Form ADV

Privacy Policy

At Jurika, Mills and Keifer, LLC, we value the client relationship and focus on the needs and best interests of the client at all times. Our relationship with you begins with the information that you share with us. Federal legislation requires that we communicate our privacy and confidentiality policies with you. View JMK’s Privacy Policy

Client Relationship Summary

The Client Relationship Summary provides information about the relationship between a client and their investment advisor in a standardized format. Standardizing how information is provided raises the level of client understanding and lets you more easily compare offerings and services across the industry. View JMK's Form CRS