J.P. King Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$885,092,000
Clients
448
Advisors
5
of 7 employees
About
J.P. King Advisors, Inc. is an SEC-registered, employee-owned investment advisory firm that manages approximately $889.7 million for roughly 450 client family relationships and operates with a five-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management—covering retirement, estate and tax planning, wealth transfer, and related services—and also offers a negotiable concierge (retainer) service for clients with more complex needs.
The firm’s investment approach emphasizes risk management and strategic asset allocation informed by Modern Portfolio Theory, deploying globally diversified portfolios comprised primarily of no-load mutual funds, ETFs, individual securities and select alternative investments. An Investment Committee that generally meets twice monthly oversees portfolio monitoring and clients receive a signed Investor Profile Statement (IPS) with periodic reviews (generally every five years), quarterly performance reports, market outlooks and investment bulletins.
Alongside its core individual and high-net-worth client base, JPKA reports advising a range of less-common institutional and public-sector clients—including state and municipal governments, banking and thrift institutions, insurance companies, other investment advisers, and a sovereign wealth fund—which is atypical for similarly sized team firms. Related persons of the firm are licensed to sell insurance and may recommend or manage annuities (with disclosed commissions), the firm participates in advisor programs through major custodians and maintains relationships that include 529 accounts with American Funds, and the business is organized as a 100% employee-owned S corporation.
Client services
Expertise
Fee options
Concierge services offered on a negotiable fixed annual fee basis for clients with complex financial needs
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.65% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001 - $4,000,000: 0.40% annually $4,000,001+: 0.30% annually
Main office
1600 S. Main Street; Suite 275
Walnut Creek CA 94596
Advisors at this office
5
Most active in
Arizona · California · Texas
Also doing business as
J.P. King & Associates · J.P. King & Associates, Inc. · J.P. King Advisors, Inc. · James Patrick King
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jessica S
CFP®, Series 66
Walnut Creek, CA
J.P. King Advisors, Inc.
Jessica Schafer is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. She has been with J.P. King Advisors, Inc. since 2016 and previously worked at American Investors Company and Alamo Capital. In addition to her advisory role, she owns an independent insurance agency specializing in life and health insurance sales. J.P. King Advisors, Inc. is an employee-owned SEC-registered investment advisory firm managing approximately $889.7 million for around 450 client family relationships. The firm offers comprehensive financial planning and discretionary portfolio management, serving a diverse client base that includes individuals, high-net-worth clients, and institutional investors.
Scott H
CFP®, Series 63, Series 65
Walnut Creek, CA
J.P. King Advisors, Inc.
Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.
Jonathan G
Series 65
Walnut Creek, CA
J.P. King Advisors, Inc.
Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.
Justin D
Series 66
Walnut Creek, CA
J.P. King Advisors, Inc.
Justin Dodson is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 66 designation with 23 years of industry experience. He has been with J.P. King Advisors since 2012. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by an internal Investment Committee that regularly monitors model portfolios.
Douglas V
Series 63, Series 65
Walnut Creek, CA
J.P. King Advisors, Inc.
Douglas Villing is a financial advisor with J.P. King Advisors, Inc. in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fidelity from 2000 to 2012 and TIAA-CREF from 2012 to 2020, continuing with Tiaa to the present. J.P. King Advisors, Inc. is an employee-owned firm managing approximately $889.7 million for around 450 client family relationships with a five-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.
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