This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2000
- Office Locations
- 2
Office Locations
About J.p. King Advisors, Inc.
J.p. King Advisors, Inc. is a Walnut Creek-based RIA with 2 offices. The firm has been operating for 25 years. Managing $889.7M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT NICOLAS HORTON
Chief Executive Officer, Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #2666018
- Ownership
- 50% but less than 75%
JUSTIN WILLIAM DODSON
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4217330
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Jonathan Gonzalez
Financial Advisor Associate
- CRD
- #7027517
DOUGLAS R VILLING
Financial Advisor, General Partner
- CRD
- #2999033
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $889,700,000 | $617,847 |
| Non-Discretionary | $0 | -- |
| Total | $889,700,000 | $617,847 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing