Nicholas Alexander 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

• 05/2016 → 01/2018
  Liberty Group Llc
  Oakland, CA
• 08/2013 → 05/2018
  Uc Berkeley
  Berkeley, CA
• 01/2018 → Present
  Liberty Wealth Management, Llc
  Oakland, CA
• 05/2016 → 10/2018
  Liberty Wealth Management, Llc
  Oakland, CA
• 07/2017 → Present
  Lifetime Marketing And Planning, Inc.
  Oakland, CA

Other Businesses

Insurance Agent Nicholas A. del Junco has been licensed in California as an insurance producer/agent soliciting, offering, and selling Life insurance and variable products with Lifetime Marketing & Planning, Inc. (# 0F17020), since 07/13/17 (CA Insurance License # 0L83241). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Mr. del Junco spends less than 30 hours a month on this activity, generally outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-08