J.P. KING ADVISORS, INC.
SEC RegisteredPersonal Service, Institutional Quality
About the firm
Founded in September 1981 by Jim King, J.P. King Advisors, Inc. registered as an Investment Advisor with the SEC in 1982 and began offering financial advice on a fee basis. The firm helps clients achieve their life goals through personal financial planning and institutional quality investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (including retirement income planning, Social Security decisions, college savings, and spending strategy optimization), behavioral coaching, and evidence-based investment management with disciplined asset allocation, risk management, tax-sensitive strategies, and portfolio rebalancing.
Who they serve
People looking for full service financial advice, planning, and portfolio management services, including women who are underserved by financial advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 274 | $354M |
| High Net Worth Individuals | 174 | $531M |
| Charitable Organizations | 4 | $4.6M |
452 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 0.75% |
| Second $1 million | 0.65% |
| Third $1 million | 0.50% |
| Fourth $1 million | 0.40% |
| Above $4 million | 0.30% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J.P. KING ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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