Anthony
Jurado

Lodestar Private Asset Management LLC

CRD#4065793
Investment Advisor
in Alamo, CA

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About this Advisor

Anthony Jurado is a financial advisor who works in Alamo, California who has 7 years of industry experience. Jurado is an advisor for Lodestar Private Asset Management LLC. Their career trajectory has included roles at Linsco/Private Ledger Corp, Malakoff Wealth and Lodestar Private Asset Management LLC. Jurado has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lodestar Private Asset Management LLC is an advisory firm based out of Alamo, CA. It handles $831 million in total assets across its 1,611 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,611 accounts, 65% are held by high-net-worth clients who have at least $1 million in assets available to invest. Lodestar Private Asset Management LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the services. However, fee types billed by Lodestar Private Asset Management LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3201 Danville Blvd Suite 275
Alamo, CA 94507

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Lodestar Private Asset Management LLC Brokerage Details

Total Assets Under Management

$831,090,161

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

1,611

CA Average: 3,727
Average Account Size

$515,885

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anthony Jurado Work History

Anthony has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lodestar Private Asset Management LLC

2000 - 2016 (16 years)

Linsco/Private Ledger Corp

2000 - 2016 (16 years)

Malakoff Wealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Jurado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lodestar Private Asset Management LLC

Jason Mccoy
Alamo, CA
Amanda Albright
Alamo, CA
Joseph Harrison
Alamo, CA
Kevin Gray
Alamo, CA
Bryan Hasling
Alamo, CA
Anthony Smith
Alamo, CA
Anthony Jurado
Alamo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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