J.P. King Advisors, Inc.
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 112109
- Registered since
- May 23, 2001
- Website
- www.jpkingadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.69%
- Individuals39.79%
- Pension & Profit Sharing Plans0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
J.P. King Advisors, Inc. is an independent registered investment adviser that blends financial planning, portfolio management for individuals and small businesses, and insurance brokerage into a fee-based practice. The firm tilts toward equity exposure and makes heavy use of exchange-traded instruments across its client portfolios while also maintaining separately managed account strategies. Service delivery includes ongoing advisory relationships as well as educational seminars and workshops aimed at clients and prospects. The firm gained industry recognition as a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1SCOTT HORTON
President, CEOCRD 2666018
Contacts
3 of 4DOUGLAS VILLING
Financial AdvisorCRD 2999033
JUSTIN DODSON
PrincipalCRD 4217330
JESSICA SCHAFER
Financial AdvisorCRD 4944529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1600 S Main St
- Time zone
- PT (UTC-8)
- Office locations
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