John Brenton Dodd
Investment Adviser Representative at Catalyst Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Brenton Dodd is an investment adviser representative with Catalyst Private Wealth, LLC in San Mateo, CA, where they have been registered since 2019. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Mutual Advisors, LLC and Clearpath Capital Partners LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Clearpath Capital Partners LLCMar 2012 – Jan 2018San Francisco, CA
- Mutual Advisors,llcJan 2018 – Sep 2019Casper, WY
- Catalyst Private Wealth, LLCOct 2019 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Catalyst Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning including asset protection, estate planning, tax optimization, risk management, cash flow analysis, retirement planning, education planning, and business succession planning; outsized risk management covering stock options, secondary market, new ventures/startups, early-stage investments, and private placements; investment management including core portfolio, satellite investments, asset allocation, alternative solutions, real estate, and concentrated equity planning; tax strategies such as company stock option optimization, donor advised funds, charitable giving, and complex estate planning; hedging and structured liquidation including pre-paid forward sale, option strategies, exchange funds, systematic selling, and 10b5-1 programs; and lending solutions including asset-based, secured, and non-recourse lending.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 3
- Main office:
- San Mateo, CA
- SEC file number:
- 801-117383
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Catalyst Private Wealth, LLC
4 other advisors in the directory
Similar advisors in San Mateo, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Brenton Dodd has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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