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
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
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