Joseph W. Harrison

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Alamo, CA 94507

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CRD#: 4461940

Professional summary

Joseph Webster Harrison, CFP® is a registered financial advisor currently at LODESTAR PRIVATE ASSET MANAGEMENT LLC located in Alamo, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Webster Harrison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

June 24, 2020 - Present

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Office #1: 3201 Danville Blvd Suite 275, Alamo, CA 94507

RIA

CRD#: 107638

Alamo, CA

Past

April 26, 2011 - June 26, 2020

JW HARRISON FINANCIAL, INC.

RIA

CRD#: 156845

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA

Registered Investment Advisory firm - (10/11/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2011

Uniform Investment Adviser Law Examination

Current Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA

Registered Investment Advisory firm - (10/11/1990 Approved)

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Contact information

Main Address

3201 Danville Blvd Suite 275, Alamo, CA 94507

Mailing Address

Phone number

(925) 838-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LODESTAR ADV PART 2A & 2B - JANUARY 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,809
AUM (Assets Under Management)	$ 1,115,962,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph W. Harrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Webster Harrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

LODESTAR PRIVATE ASSET MANAGEMENT LLC

JW HARRISON FINANCIAL, INC.

Primary Firm SEC Registration

LODESTAR PRIVATE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2011

Current Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LODESTAR PRIVATE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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