Anthony J. Jurado
Professional summary
Anthony John Jurado, CFP®, who also goes by Tony Jurado, is a registered financial advisor currently at LODESTAR PRIVATE ASSET MANAGEMENT LLC located in Alamo, California.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Anthony has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony John Jurado's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
October 14, 2016 - Present
LODESTAR PRIVATE ASSET MANAGEMENT LLC
Office #1: 3201 Danville Blvd Suite 275, Alamo, CA 94507October 12, 2006 - October 10, 2016
LPL FINANCIAL LLC
October 4, 2000 - October 10, 2016
LPL FINANCIAL LLC
April 26, 2000 - August 9, 2000
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD#: 107638 / SEC#: 801-37511
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2016)
Exams
Current Firm
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD#: 107638 / SEC#: 801-37511
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,921 |
| AUM (Assets Under Management) | $ 1,341,318,935 |
Red Flags
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