Unclaimed Profile

Anthony John Jurado

LODESTAR PRIVATE ASSET MANAGEMENT LLC·ALAMO, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record19 years registeredLODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 DANVILLE BLVD, ALAMO, CA 94507CRD# 4065793Firm CRD# 107638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony John Jurado · ALAMO, CA

Registration

CRD #4065793 · LODESTAR PRIVATE ASSET MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Oct 2016 – present

LPL FINANCIAL LLC

Oct 2006 – Oct 2016

CASTRO VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 12, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638 · SEC 801-37511

AUM

$980M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by LODESTAR PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Anthony John Jurado offer?

Anthony John Jurado specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALAMO, California for a consultation.

What are Anthony John Jurado's credentials?

Anthony John Jurado holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anthony John Jurado located?

Anthony John Jurado is based in ALAMO, California, working with LODESTAR PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Anthony John Jurado charge for services?

Anthony John Jurado's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTAR PRIVATE ASSET MANAGEMENT LLC?

LODESTAR PRIVATE ASSET MANAGEMENT LLC has approximately 8 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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