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James Madison King

Investment adviser representative at Jmk & Associates, LLC
13 yearsExperience
2 statesRegistered in
$268.4MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. LPL Financial, LLCApr 2016 to now
  2. Jam PropertiesAug 2014 to now
  3. Jmk & Associates, LLCJan 2013 to now
  4. Financial Advocates Investment ManagementApr 2016 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Jmk & Associates, LLC

$268.4MAssets managed
1,453Clients
1Advisers
5 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
5236222
Firm CRD
312760
Advisor's SEC record (opens in a new tab)
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