John KingJohn King, CFP®, AIF®Executive Director, Head of Retirement Plan Consulting Team
About John
John King is an Executive Director and the Head of the Retirement Plan Consulting Team at J.P. Morgan Wealth Management, covering the Northeast region.
In his leadership role, John offers strategic direction and guidance on a broad spectrum of retirement planning topics, helping both Advisors and clients pursue their objectives and goals. His primary focus is on establishing and managing a diverse range of retirement plans tailored to help meet clients' specific needs. These J.P. Morgan offerings include an extensive selection of plans such as 401(k), 403(b), 457, SEP IRA, and both traditional and cash balance defined benefit plans.
Leveraging 15 years of experience in this space, John joined the Retirement Plan Consulting team at J.P. Morgan in 2018. Previously, as part of an Advisor team at LPL Financial, he focused on providing retirement plan services to business clients. He began his career at the Vanguard Group, working with institutional 401(k) plan clients, including numerous Fortune 500 companies and supporting high-net-worth clients.
John holds an M.B.A. in Finance from La Salle University and a B.S. in Business Management from Wilmington University. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Accredited Investment Fiduciary® designation. He holds the FINRA Series 7 and 66 securities licenses.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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