John Dodd, financial advisor San Francisco CA

John Dodd

CRD Number: 6108349
Current Firm: Catalyst Private Wealth, LLC

John Dodd (CRD# 6108349) is an Investment Advisor Representative working at Catalyst Private Wealth, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Catalyst Private Wealth, LLC San Francisco, CA Oct 2019 - Current 4
Mutual Advisors,llc Casper, WY Jan 2018 - Sep 2019 1
Clearpath Capital Partners LLC San Francisco, CA Mar 2012 - Jan 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for John B. Dodd
Phone Number: 415-887-1430
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $418,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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