Unclaimed Profile

Justin William Dodson

J.P. KING ADVISORS, INC.·WALNUT CREEK, California

SIE, Series 7, Series 66Clean record24 years registeredJ.P. KING ADVISORS, INC.

1600 SOUTH MAIN STREET, WALNUT CREEK, CA 94596-8810CRD# 4217330Firm CRD# 112109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin William Dodson · WALNUT CREEK, CA

Registration

CRD #4217330 · J.P. KING ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

J.P. KING ADVISORS, INC.

Sep 2012 – present

STRATEGIC ADVISERS, INC.

Jan 2004 – Sep 2012

WALNUT CREEK, CA

METLIFE SECURITIES INC.

Apr 2002 – Mar 2003

LAFAYETTE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. KING ADVISORS, INC.

CRD 112109 · SEC 801-60296

AUM

$654M

Regulatory assets under management

Employees

1,377 client accounts

Services offered by J.P. KING ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at J.P. KING ADVISORS, INC. →

Introduction

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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.

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