Jessica Schafer
Jessica Schafer is a CFP-designated registered investment advisor at J.P. King Advisors, INC., based in Walnut Creek, CA, with 17 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 429 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fee Estimator
Location
1600 South Main Street, Suite 275, Walnut Creek, CA, 94596-8810
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica is an independent insurance agent, selling life and health insurance since 2010. This activity requires minimal time.
Employment History
Current Registrations
J.P. King Advisors, INC.
Previous Registrations
American Investors CO
American Investors CompanyBroker
Alamo Capital
Alamo CapitalBroker
American Investors CompanyBroker
State Registrations1 state
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.