Jonathan Gonzalez

J.P. KING ADVISORS

Walnut Creek, CA 94596-8810

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CRD#: 7027517

Professional summary

Jonathan Gonzalez is a registered financial advisor currently at J.P. KING ADVISORS, INC. located in Walnut Creek, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gonzalez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 4, 2018 - Present

J.P. KING ADVISORS, INC.

Office #1: 1600 South Main Street Suite 275, Walnut Creek, CA 94596-8810

RIA

CRD#: 112109

Walnut Creek, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J.P. KING ADVISORS, INC.

J.P. KING & ASSOCIATES | JAMES PATRICK KING | J.P. KING ADVISORS, INC. | J.P. KING & ASSOCIATES, INC.

CRD#: 112109 / SEC#: 801-60296

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

California

Registered Investment Advisory firm - (4/5/2004 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2018

Uniform Investment Adviser Law Examination

Current Firm

J.P. KING ADVISORS, INC.

J.P. KING & ASSOCIATES | JAMES PATRICK KING | J.P. KING ADVISORS, INC. | J.P. KING & ASSOCIATES, INC.

CRD#: 112109 / SEC#: 801-60296

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

California

Registered Investment Advisory firm - (4/5/2004 Cancelled)

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Contact information

Main Address

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

Mailing Address

Phone number

(925) 935-1555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B BROCHURE SUPPLEMENT (3/27/2025)

FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,394
AUM (Assets Under Management)	$ 743,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. KING ADVISORS, INC.

Primary Firm SEC Registration

J.P. KING ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2018

Current Firm

J.P. KING ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.P. KING ADVISORS, INC.

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