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J.p. King Advisors, Inc.

● SEC registered since 2001CRD 112109SEC# 801-60296Walnut Creek, CA
Export (members)
Reg. AUM
$743.7M
Employees
7
Accounts
1,394
Location
Walnut Creek, CA

J.p. King Advisors, Inc. assets under management

J.p. King Advisors, Inc. is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2001. It reports $743.7 million in regulatory assets under management and employs 7 people.
www.jpkingadvisors.comView on SEC.gov ↗

J.p. King Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jessica Lee SchaferPrincipal10-25%2020
Justin William Dodson ControlPrincipal, Cco, And Coo25-50%2017
Scott Nicolas Horton ControlPresident, Ceo, And Cio50-75%2011

Frequently asked questions

How much does J.p. King Advisors, Inc. manage?

J.p. King Advisors, Inc. reports $743.7 million in regulatory assets under management on its Form ADV.

How many employees does J.p. King Advisors, Inc. have?

J.p. King Advisors, Inc. reports 7 employees.

Where is J.p. King Advisors, Inc. located?

J.p. King Advisors, Inc. is based in Walnut Creek, CA and has been SEC-registered since 2001.

Does J.p. King Advisors, Inc. disclose fund performance?

J.p. King Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1600 South Main Street, Suite 275, Walnut Creek, CA 94596-8810
Phone925-935-1555
Fax925-944-3517
Office hours8:30 a.m.- 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$743.7M
Non-discretionary$0
Total (RAUM)$743.7M