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Joseph Webster Harrison

Lodestar Private Asset Management LLC

Alamo, CA

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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

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alamo, CA
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