J.p. King Advisors, Inc.
● SEC registered since 2001CRD 112109SEC# 801-60296Walnut Creek, CA
Reg. AUM
$889.7M
Employees
7
Accounts
1,440
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 $889.7 million in regulatory assets under management and employs 7 people.
J.p. King Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Lee Schafer | Principal | 10-25% | 2020 |
| Justin William Dodson Control | Principal, Cco, And Coo | 25-50% | 2017 |
| Scott Nicolas Horton Control | President, Ceo, And Cio | 50-75% | 2011 |
Frequently asked questions
How much does J.p. King Advisors, Inc. manage?
J.p. King Advisors, Inc. reports $889.7 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
| Address | 1600 South Main Street, Suite 275, Walnut Creek, CA 94596-8810 |
| Phone | 925-935-1555 |
| Fax | 925-944-3517 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$889.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$889.7Mregulatory AUM
Discretionary $889.7M