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Jessica Lee Schafer

J.P. KING ADVISORS, INC.·WALNUT CREEK, California
Unclaimed Profile
1600 SOUTH MAIN STREET, WALNUT CREEK, CA 94596-8810CRD# 4944529Firm CRD# 112109
01

About

Jessica Lee Schafer is a registered financial advisor based in WALNUT CREEK, California, affiliated with J.P. KING ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
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Firm Overview

Firm
J.P. KING ADVISORS, INC.
J.P. KING ADVISORS, INC.
AUM
$654M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at J.P. KING ADVISORS, INC. →
Services
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4944529
Firm CRD# 112109
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Lee Schafer offer?
Jessica Lee Schafer specializes in Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Jessica Lee Schafer's credentials?
Jessica Lee Schafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lee Schafer located?
Jessica Lee Schafer is based in WALNUT CREEK, California, working with J.P. KING ADVISORS, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Jessica Lee Schafer charge for services?
Jessica Lee Schafer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.P. KING ADVISORS, INC.?
J.P. KING ADVISORS, INC. has approximately 7 employees and manages $654M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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