JK
JK
James King
33 Years of Experience
Solana Beach, CA
6 DisclosuresSells Insurance
James King is a registered investment advisor at Coppell Advisory Solutions LLC, based in Solana Beach, CA, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
863 Del Mar Downs Rd., Unit D, Solana Beach, CA, 92075
Get directionsHistory
Regulatory History (6)
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Regulatory
October 2012Final
Judgment / Lien
March 2012Judgment / Lien
April 2011Judgment / Lien
September 2009Judgment / Lien
April 2009Judgment / Lien
July 2008Other Business ActivitiesSells Insurance
James is licensed for fixed insurance and long-term care.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
January 2026 - Present · 6 mos
Previous Registrations
Coppell Advisory Solutions LLC
May 2014 - December 2025 · 11 yrs 7 mos
J. Wallace King LLC
February 2014 - December 2014 · 10 mos
Ken Stern & Associates INC
April 2004 - August 2013 · 9 yrs 4 mos
First Allied Securities, INC.Broker
January 2002 - August 2013 · 11 yrs 7 mos
Asset Planning Solutions, INC.Broker
July 1999 - December 2001 · 2 yrs 5 mos
First Allied Securities, INC.Broker
July 1998 - October 1999 · 1 yr 3 mos
Securities America, INC.Broker
February 1997 - July 1998 · 1 yr 5 mos
Liberty Securities CorporationBroker
September 1994 - June 1995 · 9 mos
Equico Securities, INC.Broker
April 1993 - July 1994 · 1 yr 3 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - July 1994 · 1 yr 3 mos
Titan/value Equities Group, INC.Broker
February 1991 - March 1993 · 2 yrs 1 mo
L.F. Thompson & CompanyBroker
March 1989 - October 1989 · 7 mos
Baraban Securities, INC.Broker
March 1989 - April 1989 · 1 mo
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.