JD
JD

John Brenton Dodd

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
487 clients
Average Client Portfolio
$679K average
Assets Under Management
$330.6M

Fee Structure

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Location

3 East Third Ave.,, Office 323, San Mateo, CA, 94401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is the founder of The Lonely Mushroom, a business that produces and sells wine through custom crush contracts. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Catalyst Private Wealth, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Mutual Advisors, LLC
January 2018 - September 2019 · 1 yr 8 mos
Clearpath Capital Partners LLC
August 2012 - April 2018 · 5 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
John Brenton Dodd - Financial Advisor | TrueAdvisor