Jessica Lee Schafer
Investment adviser representative at J.P. King Advisors, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$889.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- J.P. King Advisors, Inc.Jul 2016 to now
- American Investors CompanyAug 2010 to now
- Jessica SchaferAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
J.P. King Advisors, Inc.
$889.7MAssets managed
452Clients
5Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4944529
- Firm CRD
- 112109