Justin Dodson has been Principal, CCO, and COO of J.P. King Advisors since January 2017, is a control person of the firm and directly owns between 25% and 50% of it. Justin Dodson holds a Bachelor of Science in Business Administration with a concentration in Finance from Sonoma State University.
J.P. King Advisors, Inc. is a Walnut Creek, CA firm with $890M under management, 452 clients and 5 advisers in one office, as of its March 2026 filing.
Justin Dodson is Principal of J.P. King Advisors, Inc. He began his career in 2000 with Paine Webber, which later became UBS Wealth Management, and before joining J.P. King Advisors was Vice President and Senior Account Executive at Fidelity Investments' Private Client Group. He specializes in comprehensive personal financial planning and investment management.
Justin Dodson’s longest registration is the current one, 14 years at J.P. King Advisors since 2012. Before joining J.P. King Advisors in 2012, Justin Dodson was registered through Strategic Advisers, Inc. and Metlife Securities Inc.
- J.P. King Advisors, Inc.Current– present · 14 yearsWalnut Creek, CA · Adviser representative · Firm CRD 112109
- Strategic Advisers, Inc.– · 8 yearsWalnut Creek, CA · Adviser representative · Firm CRD 104555
- Metlife Securities Inc.– · under a yearLafayette, CA · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Justin Dodson is registered as an investment adviser representative in California, since September 2012.
- CaliforniaSince 17 September 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 September 2000 |
| Series 7 | General Securities Representative Examination | 23 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin William Dodson
- CRD
- 4217330
- Firm
- J.P. King Advisors · CRD 112109
- Role
- Principal, CCO, and COO
- Office
- 1600 SOUTH MAIN STREET, SUITE 275, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jpkingadvisors.com
Where does Justin Dodson work?
Justin Dodson has been Principal, CCO, and COO of J.P. King Advisors, Inc. since January 2017, and is a control person of the firm.
Is Justin Dodson a financial advisor?
Yes. Justin Dodson has a current investment-adviser registration in California, through J.P. King Advisors since September 2012.
How many years of experience does Justin Dodson have?
Justin Dodson has 23 years in the financial industry, since February 2003, across 3 adviser firms.
What exams has Justin Dodson passed?
Justin Dodson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2000. FINRA credited Justin Dodson with the SIE, which began in October 2018.
Where did Justin Dodson work before J.P. King Advisors?
Before J.P. King Advisors, Justin Dodson was registered through Strategic Advisers, Inc., January 2004 to September 2012; Metlife Securities Inc., April 2002 to March 2003.
Where is Justin Dodson based?
Justin Dodson’s registered office is in Walnut Creek, CA.
Is Justin Dodson registered with FINRA?
No. Justin Dodson has no current broker registration.
How can I verify Justin Dodson’s record?
Search CRD 4217330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Dodson’s full registration record.
