J.p. King Advisors, Inc.
J.p. King Advisors, Inc. (CRD# 112109) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $654,200,000 in 1,377 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management654MILLION
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Total Number of Accounts1,377ACCOUNTS
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Average Account Value$475,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX
Justin Dodson (CRD# 4217330) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Jonathan Gonzalez (CRD# 7027517) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 5 years of experience in the finance industry.
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
James King (CRD# 864614) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 40 years of experience in the finance industry.
Jessica Schafer (CRD# 4944529) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 14 years of experience in the finance industry.
Douglas Villing (CRD# 2999033) is an Investment Advisor Representative working at J.p. King Advisors, Inc. in Walnut Creek, CA and has over 26 years of experience in the finance industry.