Unclaimed Profile

William Kidwell Jurika

JURIKA, MILLS & KEIFER, LLC·SAN FRANCISCO, California

Series 6, Series 26, Series 63, Series 65Clean record23 years registeredJURIKA, MILLS & KEIFER, LLC

ONE FERRY BUILDING, SUITE 255, SAN FRANCISCO, CA 94111CRD# 262774Firm CRD# 126825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Kidwell Jurika · SAN FRANCISCO, CA

Registration

CRD #262774 · JURIKA, MILLS & KEIFER, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JURIKA, MILLS & KEIFER, LLC

JURIKA, MILLS & KEIFER, LLC

Jul 2003 – Aug 2023

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · July 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JURIKA, MILLS & KEIFER, LLC

CRD 126825 · SEC 801-112830

AUM

$282M

Regulatory assets under management

Employees

303 client accounts

Services offered by JURIKA, MILLS & KEIFER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JURIKA, MILLS & KEIFER, LLC →

Introduction

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Frequently Asked Questions

What services does William Kidwell Jurika offer?

William Kidwell Jurika specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are William Kidwell Jurika's credentials?

William Kidwell Jurika is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Kidwell Jurika located?

William Kidwell Jurika is based in SAN FRANCISCO, California, last registered with JURIKA, MILLS & KEIFER, LLC.

How does William Kidwell Jurika charge for services?

William Kidwell Jurika's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JURIKA, MILLS & KEIFER, LLC?

JURIKA, MILLS & KEIFER, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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