Scott Horton, financial advisor Walnut Creek CA

Scott Horton

CRD Number: 2666018
Current Firm: J.p. King Advisors, Inc.
Compensation Model: Fee Only

Scott Horton (CRD# 2666018) is a Principal and Registered Investment Advisor working at J.P. King Advisors, Inc. in Walnut Creek, CA and has over 20 years of experience in the finance industry. Scott Horton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Scott received a degree in Mangerial Economics from the University of California at Davis, and a Masters degree in Finance from Golden Gate University. He has also completed the graduate certificate in Financial Planning at Golden Gate University. 

You can learn more about Scott and J.P. King Advisors here: www.jpkingadvisors.com 

CONTACT
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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
J.p. King & Associates, Inc. Walnut Creek, CA Apr 2008 - Current 12
Investment Architects, Inc. Walnut Creek, CA Apr 2008 - Mar 2015 6
Fidelity Brokerage Services, Inc. Walnut Creek, CA Jul 1996 - Apr 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Oct 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott N. Horton
Phone Number: 925-935-1555
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    1,191
    ACCOUNTS
  • Average Account Value
    $429,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

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