Douglas Villing has been an investment adviser representative at J.P. King Advisors since January 2021, and is not listed among the firm’s executive officers or direct owners. Douglas Villing holds a Bachelor of Science in Business Administration with an emphasis on Marketing from Northern Kentucky University.
J.P. King Advisors, Inc. is a Walnut Creek, CA firm with $890M under management, 452 clients and 5 advisers in one office, as of its March 2026 filing.
Doug Villing is a Financial Advisor at J.P. King Advisors, Inc. He began his securities industry career at Fidelity Investments and, before joining J.P. King Advisors, was a Wealth Management advisor for TIAA for the last 8 years, advising employees of Bay Area universities, research institutions and law schools, and retirees from around the country.
Douglas Villing’s longest registration was 11 years at Strategic Advisers, Inc. (2000–2012). Before joining J.P. King Advisors in 2021, Douglas Villing was registered through Advice and Planning Services and Strategic Advisers, Inc.
- J.P. King Advisors, Inc.Current– present · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 112109
- Advice and Planning Services– · 8 yearsSan Francisco, CA · Adviser representative · Firm CRD 20472
- Strategic Advisers, Inc.– · 11 yearsSalt Lake City, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Douglas Villing is registered as an investment adviser representative in California, since January 2021.
- CaliforniaSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 7 July 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 February 1998 |
| Series 7 | General Securities Representative Examination | 4 February 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas R Villing
- CRD
- 2999033
- Firm
- J.P. King Advisors · CRD 112109
- Office
- 1600 S. Main Street; Suite 275, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- April 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jpkingadvisors.com
Where does Douglas Villing work?
Douglas Villing is an investment adviser representative registered through J.P. King Advisors, Inc. since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Villing a financial advisor?
Yes. Douglas Villing has a current investment-adviser registration in California, through J.P. King Advisors since January 2021.
How many years of experience does Douglas Villing have?
Douglas Villing has 28 years in the financial industry, since April 1998, across 3 adviser firms.
What exams has Douglas Villing passed?
Douglas Villing has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 9. The earliest, the Series 7, was passed in February 1998. FINRA credited Douglas Villing with the SIE, which began in October 2018.
Where did Douglas Villing work before J.P. King Advisors?
Before J.P. King Advisors, Douglas Villing was registered through Advice and Planning Services, June 2012 to November 2020; Strategic Advisers, Inc., August 2000 to June 2012.
Where is Douglas Villing based?
Douglas Villing’s registered office is in Walnut Creek, CA.
Is Douglas Villing registered with FINRA?
No. Douglas Villing has no current broker registration.
How can I verify Douglas Villing’s record?
Search CRD 2999033 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Villing’s full registration record.
