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J.P. KING ADVISORS, INC.

WALNUT CREEK, CA · CRD 112109 · IAPD ↗ · jpkingadvisors.com · 925-935-1555

$889.7MRegulatory AUM
5Advisory reps
7Employees
452Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — J.P. KING ADVISORS, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
73
April 2025 — J.P. KING ADVISORS, INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.