Jessica Schafer has been Principal of J.P. King Advisors since January 2020, is not listed as a control person, but directly owns between 10% and 25% of the firm. Jessica Schafer holds a Bachelor's degree in Business Administration with an option in Finance from California State University Hayward. Jessica Schafer studied Professional Sequence in Personal Financial Planning at U.C. Berkeley extension program.
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.
Jessica Schafer is a Financial Advisor at J.P. King Advisors. She has worked in the financial services industry since 2002. In 2010 she opened her own business as a solo financial advisor under the broker-dealer American Investors Company, and in 2016 she merged that business into J.P. King Advisors.
Jessica Schafer’s longest registration is the current one, 10 years at J.P. King Advisors since 2016. Before joining J.P. King Advisors in 2016, Jessica Schafer was registered through American Investors Co and Alamo Capital.
- J.P. King Advisors, Inc.Current– present · 10 yearsWalnut Creek, CA · Adviser representative · Firm CRD 112109
- American Investors Co– · 5 yearsDublin, CA · Adviser representative · Firm CRD 38
- Alamo Capital– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 26193
Professional designations
Listed by J.P. King Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Jessica Schafer is registered as an investment adviser representative in California, since July 2016.
- CaliforniaSince 27 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 September 2009 |
| Series 7 | General Securities Representative Examination | 4 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jessica Lee Schafer
- CRD
- 4944529
- Firm
- J.P. King Advisors · CRD 112109
- Role
- Principal
- Office
- 1600 SOUTH MAIN STREET, SUITE 275, Walnut Creek, CA 94596-8810
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jpkingadvisors.com
Where does Jessica Schafer work?
Jessica Schafer has been Principal of J.P. King Advisors, Inc. since January 2020.
Is Jessica Schafer a financial advisor?
Yes. Jessica Schafer has a current investment-adviser registration in California, through J.P. King Advisors since July 2016.
How many years of experience does Jessica Schafer have?
Jessica Schafer has 17 years in the financial industry, since September 2009, across 3 adviser firms.
What exams has Jessica Schafer passed?
Jessica Schafer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2009. FINRA credited Jessica Schafer with the SIE, which began in October 2018.
Where did Jessica Schafer work before J.P. King Advisors?
Before J.P. King Advisors, Jessica Schafer was registered through American Investors Co, August 2010 to July 2016; Alamo Capital, September 2009 to August 2010.
Where is Jessica Schafer based?
Jessica Schafer’s registered office is in Walnut Creek, CA.
Is Jessica Schafer registered with FINRA?
No. Jessica Schafer has no current broker registration.
Is Jessica Schafer a CFP?
J.P. King Advisors lists Jessica Schafer with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jessica Schafer’s record?
Search CRD 4944529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Schafer’s full registration record.
