Jonathan Gonzalez has been an investment adviser representative at J.P. King Advisors since October 2018, and is not listed among the firm’s executive officers or direct owners. Jonathan Gonzalez holds a Bachelor of Science degree in Business Administration with a minor in Economics from Saint Mary's College of California and an Extension program in Personal Financial Planning from U.C. Berkeley.
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.
Jonathan Gonzalez is a Financial Advisor at J.P. King Advisors, Inc. He has been with the firm since 2010, originally as an Administrative Associate, and as a Financial Advisor works directly with clients throughout the financial planning process. Before joining the firm he worked for J.P. Morgan Chase Bank.
- J.P. King Advisors, Inc.Current– present · 8 yearsWalnut Creek, CA · Adviser representative · Firm CRD 112109
Professional designations
Listed by J.P. King Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Gonzalez is registered as an investment adviser representative in California, since October 2018.
- CaliforniaSince 4 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7027517
- Firm
- J.P. King Advisors · CRD 112109
- Office
- 1600 SOUTH MAIN STREET, SUITE 275, Walnut Creek, CA 94596-8810
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jpkingadvisors.com
Where does Jonathan Gonzalez work?
Jonathan Gonzalez is an investment adviser representative registered through J.P. King Advisors, Inc. since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Gonzalez a financial advisor?
Yes. Jonathan Gonzalez has a current investment-adviser registration in California, through J.P. King Advisors since October 2018.
How many years of experience does Jonathan Gonzalez have?
Jonathan Gonzalez has 8 years in the financial industry, since October 2018, across 1 adviser firm.
What exams has Jonathan Gonzalez passed?
Jonathan Gonzalez passed the Series 65 in September 2018.
Where is Jonathan Gonzalez based?
Jonathan Gonzalez’s registered office is in Walnut Creek, CA.
Is Jonathan Gonzalez registered with FINRA?
No. Jonathan Gonzalez has no current broker registration.
Is Jonathan Gonzalez a CFP?
J.P. King Advisors lists Jonathan Gonzalez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jonathan Gonzalez, CFP® biography, jpkingadvisors.com
How can I verify Jonathan Gonzalez’s record?
Search CRD 7027517 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Gonzalez’s full registration record.
