Justin W. Dodson

J.P. KING ADVISORS

WALNUT CREEK, CA 94596

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CRD#: 4217330

Professional summary

Justin William Dodson is a registered financial advisor currently at J.P. KING ADVISORS, INC. located in Walnut Creek, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Justin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin William Dodson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 17, 2012 - Present

J.P. KING ADVISORS, INC.

Office #1: 1600 South Main Street Suite 315, Walnut Creek, CA 94596

RIA

CRD#: 112109

WALNUT CREEK, CA

Past

October 26, 2012 - December 19, 2014

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

WALNUT CREEK, CA

Past

January 9, 2004 - September 5, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WALNUT CREEK, CA

Past

June 11, 2003 - September 4, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WALNUT CREEK, CA

Past

April 5, 2002 - March 14, 2003

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

LAFAYETTE, CA

Past

March 21, 2002 - March 14, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 21, 2002 - March 14, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 24, 2000 - February 11, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J.P. KING ADVISORS, INC.

J.P. KING & ASSOCIATES | JAMES PATRICK KING | J.P. KING ADVISORS, INC. | J.P. KING & ASSOCIATES, INC.

CRD#: 112109 / SEC#: 801-60296

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

California

Registered Investment Advisory firm - (4/5/2004 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/17/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/19/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2000

General Securities Representative Examination

Current Firm

J.P. KING ADVISORS, INC.

J.P. KING & ASSOCIATES | JAMES PATRICK KING | J.P. KING ADVISORS, INC. | J.P. KING & ASSOCIATES, INC.

CRD#: 112109 / SEC#: 801-60296

RIA

Registered Investment Advisory firm - (5/23/2001 Approved)

California

Registered Investment Advisory firm - (4/5/2004 Cancelled)

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Contact information

Main Address

1600 South Main Street Suite 275, Walnut Creek, CA 94596-8810

Mailing Address

Phone number

(925) 935-1555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B BROCHURE SUPPLEMENT (3/27/2025)

FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,394
AUM (Assets Under Management)	$ 743,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Justin W. Dodson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin William Dodson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT ARCHITECTS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

J.P. KING ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2000

SIE

Date: 12/19/2014

Series 7

Date: 8/23/2000

Current Firm

J.P. KING ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.P. KING ADVISORS, INC.

TRUST BUT VERIFY

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