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J.P. KING ADVISORS, INC.
CRD 112109 · SEC 801-60296
1600 SOUTH MAIN STREET, SUITE 275, WALNUT CREEK, CA, 94596-8810, United States
Phone
925-935-1555
Fax
925-944-3517
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$889.7M
Discretionary AUM
$889.7M
Team
7 total employees; 5 advisory reps; 452 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $354.0M |
| High net worth individuals | 174 | $531.1M |
| Pension/profit sharing plans | 4 | $4.6M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD