Best Investors Account Sign in
Inactive

Joseph Webster Harrison

Lodestar Private Asset Management LLC

Alamo, CA

CRD 4461940

Claim This Profile
Employer firm

Lodestar Private Asset Management LLC CRD 107638

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lodestar Private Asset Management Llc

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-05
  • CA RA
    APPROVED
    Since 2025-02-05

Branch Locations

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J. W. Harrison Financial Advisors Walnut Creek CA 04/2011 Present
Lodestar Private Asset Management Llc Alamo CA 06/2020 Present
Previous Registrations
  • 2011-04-26 → 2020-06-26
    Jw Harrison Financial, Inc.
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-25
  • S65 Uniform Investment Adviser Law Examination
    2011-03-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PHILOSOPHY CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

ANTHONY JOHN JURADO
JASON RILEY MCCOY
Amanda Mishaela Albright

Nearby Offices

PHILOSOPHY CAPITAL MANAGEMENT LLC · ALAMO, CA
LPL FINANCIAL LLC · ALAMO, CA
OSAIC WEALTH, INC. · ALAMO, CA

More in Alamo, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor