JB
JB

Julio Bedolla

1 Year of Experience
La Puente, CA
Broker

Julio Bedolla is a registered investment advisor, based in La Puente, CA, with 1 years of industry experience.

Location

La Puente, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julio works full-time as an investment consultant analyst for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in December 2024.

Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
December 2024 - Present · 1 yr 7 mos
Assetmark Brokerage, LLC
December 2024 - Present · 1 yr 7 mos
Assetmark, INC.
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Dfa Securities LLCBroker
March 2023 - May 2023 · 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Julio Bedolla - Financial Advisor | TrueAdvisor