Financial ADVSR advisor directory · SEC adviser records
J.P. King Advisors, Inc. financial advisors in Walnut Creek, CA
Every SEC-registered investment adviser representative at a J.P. King Advisors, Inc. office in Walnut Creek, A to Z.
The short answer
4 registered advisors work at J.P. King Advisors, Inc. in Walnut Creek, out of 4 at the firm nationwide; it ranks number 44 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
J.P. King Advisors, Inc. advisors in Walnut Creek, A to Z
Every J.P. King Advisors, Inc. advisor →- Jonathan GonzalezInvestment adviser rep
- Scott N. HortonCertified Financial Planner
- Jessica L. SchaferCertified Financial Planner
- Douglas R. VillingInvestment adviser rep
J.P. King Advisors, Inc. advisors in every city and state →J.P. King Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Walnut Creek
All Walnut Creek advisors →Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23
Questions
How many financial advisors does J.P. King Advisors, Inc. have in Walnut Creek?
4 investment adviser representatives are registered at J.P. King Advisors, Inc. offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is J.P. King Advisors, Inc. one of the largest advisor employers in Walnut Creek?
J.P. King Advisors, Inc. ranks number 44 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.
How do I check a J.P. King Advisors, Inc. advisor in Walnut Creek?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J.P. King Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.