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Jonathan Gonzalez

J.P. King Advisors, Inc.

Walnut Creek, CA

CRD 7027517

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Employer firm

J.p. King Advisors, Inc. CRD 112109

$890M regulatory AUM 452 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. King Advisors, Inc.

1600 South Main Street Suite 275, Walnut Creek, CA 94596-8810 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-04
  • CA RA
    APPROVED
    Since 2018-10-04

Branch Locations

1600 South Main Street Suite 275, Walnut Creek, CA 94596-8810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. King Advisors, Inc. Walnut Creek CA 10/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-27
  • S65 Uniform Investment Adviser Law Examination
    2018-09-27

View on SEC IAPD

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