AdvisorOS Directory
Claim Profile
JD

Justin William Dodson

J.P. KING ADVISORS, INC.·WALNUT CREEK, California
Unclaimed Profile
1600 SOUTH MAIN STREET, WALNUT CREEK, CA 94596-8810CRD# 4217330Firm CRD# 112109
01

About

Justin William Dodson is a registered financial advisor based in WALNUT CREEK, California, affiliated with J.P. KING ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
J.P. KING ADVISORS, INC.
J.P. KING ADVISORS, INC.
AUM
$654M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at J.P. KING ADVISORS, INC. →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4217330
Firm CRD# 112109
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Justin William Dodson offer?
Justin William Dodson specializes in Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Justin William Dodson's credentials?
Justin William Dodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin William Dodson located?
Justin William Dodson is based in WALNUT CREEK, California, working with J.P. KING ADVISORS, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Justin William Dodson charge for services?
Justin William Dodson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.P. KING ADVISORS, INC.?
J.P. KING ADVISORS, INC. has approximately 7 employees and manages $654M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALNUT CREEK
Paul Owens Javier — HAHN CAPITAL MANAGEMENT, LLCMichael Arthur Whitfield — HAHN CAPITAL MANAGEMENT, LLCDavid Matthew Allen — ACCUVEST GLOBAL ADVISORSNeil Jubaili — CEDAR WEALTH MANAGEMENT, LLCJohn David Schaeffer — HAHN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile