Unclaimed Profile

Jessica Lee Schafer

J.P. KING ADVISORS, INC.·WALNUT CREEK, California

Clean recordJ.P. KING ADVISORS, INC.

1600 SOUTH MAIN STREET, WALNUT CREEK, CA 94596-8810CRD# 4944529Firm CRD# 112109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Lee Schafer · WALNUT CREEK, CA

Registration

CRD #4944529 · J.P. KING ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

J.P. KING ADVISORS, INC.

AUM

$654M

Regulatory assets under management

Employees

Total firm employees

View all advisors at J.P. KING ADVISORS, INC. →

Services

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4944529

Firm CRD# 112109

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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