A complete list of active advisors currently associated with J.P. King Advisors, Inc.

Warmer can help you find a great advisor at J.P. King Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at J.P. King Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.