Matthew Del Junco

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 08/2020
  Liberty Group Llc
  Oakland, CA
• 08/2020 → 02/2025
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 05/2014 → Present
  Lifetime Planning And Marketing, Inc
  Oakland, CA

Previous Registrations

• 2014-09-15 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA
  Oakland, CA

Other Businesses

Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 05/2014 Hours devoted to OBA monthly: 10 hours during trading hours / 0 hours during non-trading hours

Exams

• S66 Uniform Combined State Law Examination
  2014-09-15
• S63 Uniform Securities Agent State Law Examination
  2014-08-11

Other Names

• Matthew Joseph Del Junco