A. Firm History, Principal Owners, and General Description of Services and Principal Owners: Founded by James Patrick King in 1981, the company incorporated as J.P. King Financial Advisors, Inc., and registered as an Investment Advisor with the SEC in 1982, offering financial advice on a fee basis. In April 2012 the name of our firm was changed to J.P. King Advisors, Inc. (JPKA). J.P. King Advisors, Inc. is a Registered Investment Advisory firm that provides comprehensive financial planning and investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, partnerships and small businesses. Our focus is on enabling our clients to achieve their goals through long- term relationships that address a wide array of issues and concerns, including wealth acquisition and management; investment portfolio selection and monitoring; retirement planning; estate and legacy planning; risk management; cash flow and income tax planning; charitable planning, and other wealth creation, preservation and transfer matters. Related persons of the Firm may be licensed insurance agents.
J.P. King Advisors, Inc. is a 100 percent employee-owned S Corporation formed in the State of California. Shares of the firm’s stock are owned as follows: Scott N. Horton: At least 50% but less than 70% Justin W. Dodson: At least 15% but less than 35% Jessica L. Schafer: At least 15% but less than 35% B. Types of Advisory Services We Offer: JPKA provides advisory services in the following ways: Investment Advisory Services: Generally, clients of our investment advisory service receive the following: 1. Development & implementation of a personal investment plan based on our understanding of your unique circumstances, including an Investor Profile Statement (IPS) and a plan for liquidating existing securities, taking into account tax and other considerations 2. Investment selection and execution of investment plan model 3. Ongoing monitoring and quarterly performance reports in hard copy or via web portal 4. Monthly/quarterly statements directly from independent third-party custodians that hold your assets 5. Quarterly Market Outlook & Updates and periodic Investment Bulletins 6. Update meetings and portfolio reviews, generally annually 7. Investment policy reviews as needed, generally every five years 8. Telephone and/or email meetings and consultations throughout the year as needed 9. The benefits of ongoing JPKA research and analysis of available investment vehicles and alternatives;

our Investment Committee generally meets twice monthly to monitor the portfolios used for clients. Assets are invested primarily in no-load mutual funds and exchange-traded funds through discount brokers or fund companies. Fund companies charge each shareholder a management fee that is disclosed in the fund prospectus. Discount brokerages may charge a transaction fee for the purchase or sale of some funds. Individual securities may be purchased or sold through a brokerage account when appropriate. The brokerage firm charges a fee for stock and bond trades. JPKA does not receive any compensation from fund companies. Investments may also include corporate debt securities, commercial paper, certificates of deposit, municipal securities, variable annuities, U.S. government securities, and interests in partnerships. Initial public offerings (IPOs) are not available through our firm. Concierge Services: J.P. King Advisors, Inc. offers concierge services when it is more appropriate for your needs and overall situation to work on a fixed annual fee basis. We recommend this service for clients with complex financial needs. Concierge services generally include a comprehensive review of overall strategy, investment selection, portfolio management and reporting, plus coordination with other advisors, brokers and agents to effect the achievement of your goals. Fees for the concierge service agreement are negotiable. ADV Part 2A – Firm Brochure 5 C. Explanation of whether we tailor our advisory services to the individual needs of clients and whether clients may impose restrictions on investing in certain securities or types of securities: Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. D. Wrap Fee Programs: We do not sponsor any wrap fee programs. E. Disclosure of Assets Under Management: Our firm manages approximately $654,200,000 in assets for 433 client family relationships. All assets are managed on a discretionary basis. Note the amount of assets we manage may be disclosed by rounding down to the nearest $100,000. This figure is for the year ended December 31, 2023 for this Brochure update of March 19, 2024 (our “as of” date must not be more than three months before the date we update our Brochure in response to Item 4.E. of Form ADV Part 2A).