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Fredric Hunter Jurmu

Golden State Wealth Management, LLC

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About Fredric Hunter Jurmu

Fredric Jurmu has over 30 years of experience in the financial services industry. Fredric's career began at Lehman Brothers Inc in 1987. Since then, Fredric has worked for several leading financial institutions, including Citigroup Global Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Fredric currently works at Golden State Wealth Management, LLC in Irvine, California. Fredric provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

Firm Information

Fredric Jurmu is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Fredric Jurmu’s Registration & Firm History

CA

01/02/2024 - Present

Golden State Wealth Management, LLC (SOUTH COAST METRO CA)

CA

12/09/2009 - 04/01/2016

WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)

CA

06/01/2009 - 12/19/2009

MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)

CA

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)

NY

07/22/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/22/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1987

Series 3 - National Commodity Futures Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Fredric Hunter Jurmu. Review regulatory record here.
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