J.p. King Advisors, Inc.

J.p. King Advisors, Inc. (CRD# 112109) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $357,000,000 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $1,298,182
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.

CA, TX

Financial Advisors at J.p. King Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Scott N. Horton
CRD#: 2666018
1600 South Main St, Suite 275, Walnut Creek, CA 94596
103
Wealthminder
score

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 

2
Justin W. Dodson
CRD#: 4217330
1600 South Main Street, Suite 275, Walnut Creek, CA 94596
93
Wealthminder
score

Justin Dodson (CRD# 4217330) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 16 years of experience in the finance industry.

3
Olivia S. Moore-Jones
CRD#: 4333796
1600 South Main Street, Suite 275, Walnut Creek, CA 94596
93
Wealthminder
score

Olivia Moore-Jones (CRD# 4333796) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry.

4
James P. King
CRD#: 864614
1600 South Main Street, Suite 275, Walnut Creek, CA 94596
86
Wealthminder
score

James King (CRD# 864614) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 32 years of experience in the finance industry. James King 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 put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.