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j.p. King Advisors, Inc.

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j.p. king advisors, inc. is an sec registered investment advisor located in walnut creek, ca. the firm advises individuals, retirement plans and foundations in the planning and management of assets towards the achievement of financial goals. the firm utilizes an institutional strategic asset allocation approach in building and managing portfolios. driven by a strong belief in effective diversification and a commitment to low costs, the firm primarily uses institutional class mutual funds and exchange traded funds, both passive (index) and active, in implementing strategies defined by risk exposure. portfolios are transparent, liquid, public traded securities held at major financial services firms, mainly charles schwab and fidelity investments.

Headquarters:
Walnut Creek, California, United States, 94596
Industry:
Financial Services
Founded:
1981
Employees:
7
Annual Revenue:
-

Type: Private
Ticker: -
United States 6India 1
Risk ManagementFinancial PlanningInvestment ManagementRetirement Income
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about j.p. King Advisors, Inc.

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Where is j.p. King Advisors, Inc. located?

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j.p. King Advisors, Inc.'s headquarters is located at Walnut Creek, California, United States, 94596

What is j.p. King Advisors, Inc.'s official website?

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j.p. King Advisors, Inc.'s official website is jpkingadvisors.com

What is j.p. King Advisors, Inc.'s SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is j.p. King Advisors, Inc.'s NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does j.p. King Advisors, Inc. have?

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j.p. King Advisors, Inc. has 7 employees

What industry does j.p. King Advisors, Inc. belong to?

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j.p. King Advisors, Inc. is in the industry of: Financial Services

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j.p. King Advisors, Inc. Twitter page
j.p. King Advisors, Inc. Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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