Unclaimed Profile

Jessica Lee Schafer

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

SIE, Series 7, Series 66CFPClean record16 years registeredJ.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. · 16 years registered

Brand Profile

Not yet started

Career History

J.P. KING ADVISORS, INC.

Jul 2016 – present

AMERICAN INVESTORS CO

Aug 2010 – Jul 2016

DUBLIN, CA

ALAMO CAPITAL

Sep 2009 – Aug 2010

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 7, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. KING ADVISORS, INC.

CRD 112109 · SEC 801-60296

AUM

$654M

Regulatory assets under management

Employees

1,377 client accounts

Services offered by J.P. KING ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

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

Introduction

Speak with Jessica

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jessica is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →